Amiel Volinsky

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

• 07/2016 → 04/2018
  E*Trade Securities Llc
  Chicago, IL
• 07/2016 → 04/2018
  E*Trade Capital Management Llc
  Chicago, IL
• 04/2018 → 08/2022
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Rolling Meadows, IL
• 05/2018 → 08/2022
  Bank Of America, N.A.
  Rolling Meadows, IL
• 08/2022 → Present
  Morgan Stanley
  Chicago, IL

Previous Registrations

• 2018-05-04 → 2022-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2016-07-15 → 2018-04-19
  Harrisdirect Llc
  Chicago, IL
  Arlington, VA
• 2013-06-07 → 2016-07-19
  Td Ameritrade, Inc.
  Chicago, IL
• 2013-06-07 → 2016-07-19
  Td Ameritrade Investment Management, Llc
  Chicago, IL
• 2012-06-27 → 2013-05-23
  Wells Fargo Clearing Services, Llc
  Skokie, IL
• 2009-10-02 → 2010-09-21
  Wells Fargo Clearing Services, Llc
  Deerfield, IL
• 2008-07-16 → 2009-07-15
  Wells Fargo Clearing Services, Llc
  Deerfield, IL

Other Businesses

*519745 - Project 613, NFP; Investment related - Yes; Chicago, Illinois; Non-Profit; Secretary (proprietor, partner, officer, director, employee, trustee, agent); 06/2017; During business hours: 0; After business hours: 2; Administrative

Exams

• S66 Uniform Combined State Law Examination
  2008-07-08

Other Names

• Ami Volinsky
• Ami Volinsky