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Amy Heinzelman

2 Years of Experience
Albuquerque, NM
Broker

Amy Heinzelman is a registered investment advisor at Morgan Stanley, based in Albuquerque, NM, with 2 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

6565 Americas Parkway, Suite 400, Albuquerque, NM, 87110

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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

Amy and her husband own a vacation rental property in Truth or Consequences, NM, which they manage through VRBO. Amy spends minimal time on this activity, primarily paying property taxes, utility bills, and occasionally managing VRBO orders.

Employment History
Current Registrations
Morgan StanleyBroker
September 2025 - Present · 1 yr
Morgan Stanley
September 2025 - Present · 1 yr
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2024 - September 2025 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2023 - September 2025 · 1 yr 10 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.