AW
AW

Aimee Woods

10 Years of Experience
Mckinney, TX
Broker

Aimee Woods is a registered investment advisor at Morgan Stanley, based in Mckinney, TX, with 10 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

Mckinney, TX

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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

Aimee is a partner at Strategic Brands, LLC, a retail/online store, since August 2024. She spends a few hours per week on accounting/bookkeeping, business development, administrative tasks, sales/marketing, and investment decisions/advice.

Employment History
Current Registrations
Morgan Stanley
March 2016 - Present · 10 yrs 2 mos
Morgan Stanley
April 2015 - Present · 11 yrs 1 mo
Morgan StanleyBroker
April 2015 - Present · 11 yrs 1 mo
State Registrations18 states
AZCADEFLGAMIMSNCNENJNVNYOHOKORTXVAWA
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.