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Amanda Davis is a registered investment advisor at Morgan Stanley, based in Charlotte, NC, with 12 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
6805 Carnegie Boulevard, Suite 400, Charlotte, NC, 28211
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Regulatory History (3)
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Financial
September 2019Final
Financial
May 2019Final
Financial
April 2019Final
Other Business Activities
Amanda is an Avon independent sales representative since 2013, spending about 10-20% of her time selling cosmetics. She also owns Krafty Creations LLC, a retail/online store, dedicating about 25 hours per month to sales and marketing after business hours.
Employment History
Current Registrations
Morgan Stanley
August 2016 - Present · 9 yrs 9 mos
Morgan StanleyBroker
January 2014 - Present · 12 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.