AW
AW

Amanda Wald

14 Years of Experience
Beverly Hills, CA
Broker

Amanda Wald is a registered investment advisor at Morgan Stanley, based in Beverly Hills, CA, with 14 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

9665 Wilshire Boulevard, Suite 600, Beverly Hills, CA, 90212

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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 works as a contractor in sales and marketing for Rodan & Field, a retail/online store. She spends minimal time on this activity outside of business hours.

Employment History
Current Registrations
Morgan Stanley
May 2021 - Present · 5 yrs
Morgan StanleyBroker
May 2021 - Present · 5 yrs
Previous Registrations
First Republic Securities Company, LLCBroker
April 2021 - May 2021 · 1 mo
First Republic Investment Management, INC.
April 2021 - May 2021 · 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2012 - April 2021 · 9 yrs 1 mo
Ticonderoga Securities LLCBroker
May 2011 - January 2012 · 8 mos
Soleil Securities CorporationBroker
April 2011 - May 2011 · 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.