AG
AG

Amelia Guidi

13 Years of Experience
Boulder, CO
Broker

Amelia Guidi is a registered investment advisor at Morgan Stanley, based in Boulder, CO, with 13 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

1800 Broadway, Suite 120, Boulder, CO, 80302

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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

Amelia is involved with RAKD Fitness LLC, a fitness and personal training business, and serves on the finance committee for St. Vrain Valley School District. She dedicates minimal time to these activities outside of business hours.

Employment History
Current Registrations
Morgan StanleyBroker
June 2019 - Present · 6 yrs 11 mos
Morgan Stanley
June 2019 - Present · 6 yrs 11 mos
Previous Registrations
UBS Financial Services INC.
October 2013 - June 2019 · 5 yrs 8 mos
UBS Financial Services INC.Broker
October 2013 - June 2019 · 5 yrs 8 mos
Cetera Advisor Networks LLC
July 2013 - September 2013 · 2 mos
Cetera Advisor Networks LLCBroker
June 2013 - September 2013 · 3 mos
LPL Financial LLC
January 2011 - July 2011 · 6 mos
LPL Financial LLCBroker
October 2010 - July 2011 · 9 mos
State Registrations25 states
AZCACOCTFLGAHIILKSMAMNMTNCNDNJNMNVNYORRISCTNUTVAWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.