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Amanda Voie

19 Years of Experience
New York, NY
Broker

Amanda Voie is a registered investment advisor at Morgan Stanley, based in New York, NY, with 19 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

55 East 52nd Street, 7th Floor, New York, NY, 10055

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda is on the Finance Committee for Roberts Elementary School PTO, handling accounting/bookkeeping and administrative tasks. This volunteer activity in education requires minimal time and is not investment-related.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 16 yrs 11 mos
Morgan StanleyBroker
June 2009 - Present · 16 yrs 11 mos
Previous Registrations
Citigroup Global Markets INC.
June 2008 - June 2009 · 1 yr
Citigroup Global Markets INC.Broker
October 2007 - June 2009 · 1 yr 8 mos
Carter, Terry & Company, INC.Broker
August 2006 - September 2007 · 1 yr 1 mo
State Registrations45 states
AKALAZCACOCTDCDEFLGAHIIAILINKSKYLAMAMDMEMIMNMOMTNCNDNHNJNVNYOHORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Amanda Voie - Financial Advisor | TrueAdvisor