AJ
AJ

Amy Johnston

20 Years of Experience
Chapel Hill, NC
Broker

Amy Johnston is a registered investment advisor at Morgan Stanley, based in Chapel Hill, NC, with 20 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

6340 Quadrangle Drive, Suite 300, Chapel Hill, NC, 27517

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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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Employment History
Current Registrations
Morgan Stanley
April 2013 - Present · 13 yrs 1 mo
Morgan StanleyBroker
April 2013 - Present · 13 yrs 1 mo
Previous Registrations
Lord, Abbett & CO. LLC
September 2005 - January 2013 · 7 yrs 4 mos
Lord Abbett Distributor LLCBroker
August 2005 - January 2013 · 7 yrs 5 mos
State Registrations34 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.