AG
CFP
AG
CFP

Amy Godfrey

3 Years of Experience
Northfield, NJ
BrokerSells Insurance

Amy Godfrey is a CFP-designated registered investment advisor at Morgan Stanley, based in Northfield, NJ, with 3 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

376 Tilton Road, Northfield, NJ, 08225

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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 ActivitiesSells Insurance

Amy is an agent selling life insurance and also works full-time as a financial advisor and agent at Allen Associates, providing financial services and life insurance sales. She also dedicates a few hours per week to Empowermentors, LLC, hosting networking events and workshops, and is an owner of an inactive LLC, ABG Partners.

Employment History
Current Registrations
Morgan Stanley
January 2026 - Present · 4 mos
Morgan StanleyBroker
January 2026 - Present · 4 mos
Previous Registrations
Capital Analysts
May 2023 - January 2026 · 2 yrs 8 mos
Lincoln Investment
May 2023 - January 2026 · 2 yrs 8 mos
Lincoln InvestmentBroker
February 2023 - January 2026 · 2 yrs 11 mos
State Registrations29 states
ALAZCACODCDEFLGAILMAMDMENCNHNJNVNYOHOKORPARISCTNTXVAWAWIWV
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.