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Amanda Thome

18 Years of Experience
Potomac, MD
Broker

Amanda Thome is a registered investment advisor at Morgan Stanley, based in Potomac, MD, with 18 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

12505 Park Potomac Avenue, Suite 200, Potomac, MD, 20854

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History

Regulatory History
Clean regulatory record

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

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Other Business Activities

Amanda is a trustee for a trust since November 2023 and a partner in Elite Sports Athletic Association LLC since April 2023. Her work with Elite Sports Athletic Association involves administrative, business development, and accounting/bookkeeping tasks, taking about 10-20% of her time.

Employment History
Current Registrations
Morgan Stanley
June 2009 - Present · 17 yrs 3 mos
Morgan StanleyBroker
June 2009 - Present · 17 yrs 3 mos
Previous Registrations
Citigroup Global Markets INC.
June 2008 - June 2009 · 1 yr
Citigroup Global Markets INC.Broker
March 2008 - June 2009 · 1 yr 3 mos
Morgan Stanley & CO., IncorporatedBroker
December 2007 - March 2008 · 3 mos
State Registrations33 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.