Amy Gross is a registered investment advisor at Morgan Stanley, based in Oak Brook, IL, with 15 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
2211 York Road, Suite 100, Oak Brook, IL, 60523
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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.
Learn about disclosures →Employment History
Current Registrations
Morgan StanleyBroker
January 2021 - Present · 5 yrs 4 mos
Morgan Stanley
January 2021 - Present · 5 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2016 - December 2020 · 4 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2016 - December 2020 · 4 yrs 2 mos
Credit Suisse Securities (USA) LLC
June 2016 - October 2016 · 4 mos
Credit Suisse Securities (USA) LLCBroker
October 2012 - October 2016 · 4 yrs
American Portfolios Financial Services, INC.Broker
November 2010 - September 2012 · 1 yr 10 mos
State Registrations1 state
IL
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.