Amelia Balonek is a registered investment advisor at Morgan Stanley, based in Coral Gables, FL, with 16 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
220 Alhambra Circle, 10th Floor, Coral Gables, FL, 33134
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amelia is a Finance Committee Member at The Cushman School since 2020. This activity requires minimal time and is administrative in nature.
Employment History
Current Registrations
Morgan Stanley
Morgan StanleyBroker
Previous Registrations
Goldman, Sachs & CO.Broker
Ladenburg Thalmann & CO. INC.Broker
State Registrations11 states
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