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Amiel Volinsky

16 Years of Experience
Chicago, IL
Broker

Amiel Volinsky is a registered investment advisor at Morgan Stanley, based in Chicago, IL, 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
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

233 S Wacker Dr., Suite 8600, Chicago, IL, 60606

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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

Amiel serves as Secretary for Project 613, a non-profit organization, dedicating minimal time after business hours to administrative tasks.

Employment History
Current Registrations
Morgan StanleyBroker
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Morgan Stanley
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
May 2018 - August 2022 · 4 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
May 2018 - August 2022 · 4 yrs 3 mos
E*trade Capital Management, LLC
July 2016 - April 2018 · 1 yr 9 mos
E*trade Securities LLCBroker
July 2016 - April 2018 · 1 yr 9 mos
TD Ameritrade, INC.
June 2013 - July 2016 · 3 yrs 1 mo
Amerivest Investment Management, LLC
June 2013 - July 2016 · 3 yrs 1 mo
TD Ameritrade, INC.Broker
June 2013 - July 2016 · 3 yrs 1 mo
Wells Fargo Advisors, LLCBroker
June 2012 - May 2013 · 11 mos
Wells Fargo Advisors, LLC
June 2012 - May 2013 · 11 mos
Wells Fargo Advisors, LLC
October 2009 - September 2010 · 11 mos
Wells Fargo Advisors, LLCBroker
October 2009 - September 2010 · 11 mos
Wells Fargo Advisors, LLC
July 2008 - July 2009 · 1 yr
Wells Fargo Advisors, LLCBroker
September 2007 - July 2009 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.