Amy Palm Beauchamp

Employer firm

Morgan Stanley CRD 149777

$1.96T regulatory AUM 416,984 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2011 → Present
  Morgan Stanley Smith Barney Llc
  Davenport, IA

Previous Registrations

• 2007-01-30 → 2009-06-01
  Citigroup Global Markets Inc.
  Chicago, IL
  Marquette, MI
  Marquette, MI

Other Businesses

1. RENTAL PROPERTY; 522 COUNTY ROAD 550 MARQUETTE, MI; SINGLE FAMILY HOME IN MARQUETTE, MICHIGAN TO BE RENTED OUT WITH AN ANNUAL LEASE; LANDLORD; 10/2012 *618601 - United Way; Investment related: No; Bettendorf, Iowa; Children/Youth: Civic/Community; Investment Committee: Other (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 2; After business hours: 0; Administrative: Other

Exams

• S66 Uniform Combined State Law Examination
  2020-02-24
• S65 Uniform Investment Adviser Law Examination
  2000-05-19
• S63 Uniform Securities Agent State Law Examination
  1997-07-23

Other Names

• Amy Lynn Palm