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Amanda Evans

6 Years of Experience
Sarasota, FL
Broker

Amanda Evans is a registered investment advisor at Morgan Stanley, based in Sarasota, FL, with 6 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

2 North Tamiami Trail, Suite 1100, Sarasota, FL, 34236

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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 is a partner in three rental property LLCs (5428 Los Robles Ct LLC, 4107 Via Piedra Cir LLC, and JATA Properties LLC) since June 2020. She spends minimal time per week on property management and administrative tasks related to these investments.

Employment History
Current Registrations
Morgan Stanley
November 2024 - Present · 1 yr 10 mos
Morgan StanleyBroker
November 2024 - Present · 1 yr 10 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
July 2023 - September 2024 · 1 yr 2 mos
Robert W. Baird & CO. IncorporatedBroker
July 2023 - September 2024 · 1 yr 2 mos
UBS Financial Services INC.
September 2019 - July 2023 · 3 yrs 10 mos
UBS Financial Services INC.Broker
March 2019 - July 2023 · 4 yrs 4 mos
State Registrations40 states
ALARAZCACOCTDCDEFLGAHIIAILINLAMAMDMEMIMNMOMSMTNCNHNJNVNYOHORPARISCTXUTVAVTWAWIWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.