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Amy Barchini

1 Year of Experience
Tempe, AZ
Broker

Amy Barchini is a registered investment advisor at Morgan Stanley, based in Tempe, AZ, with 1 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

58 South River Drive, Suite 401, Tempe, AZ, 85281

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History

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.

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Other Business Activities

Amy is self-employed as a gig musician, performing as a singer and/or pianist/keyboardist, spending 24 hours per month on this activity. She also works as a rideshare driver for Uber and/or Lyft, dedicating 48 hours per month to transporting passengers.

Employment History
Current Registrations
Morgan Stanley
April 2025 - Present · 1 yr 1 mo
Morgan StanleyBroker
April 2025 - Present · 1 yr 1 mo
Previous Registrations
Raymond James Financial Services Advisors, INC
August 2024 - September 2024 · 1 mo
Raymond James Financial Services, INC.Broker
March 2024 - September 2024 · 6 mos
State Registrations1 state
AZ
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.