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Amy Tone

Morgan Stanley

Lancaster, PA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-03-22
TX RA APPROVED 2022-03-22
  • PA RA
    APPROVED
    Since 2022-03-22
  • TX RA
    APPROVED
    Since 2022-03-22

Branch Locations

300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch Allentown PA 05/2010 02/2022
Bank Of America,Na Allentown PA 10/2010 02/2022
Morgan Stanley Lancaster PA 03/2022 Present
Morgan Stanley Private Bank, N.A New York NY 03/2022 Present
  • 05/2010 → 02/2022
    Merrill Lynch
    Allentown, PA
  • 10/2010 → 02/2022
    Bank Of America,Na
    Allentown, PA
  • 03/2022 → Present
    Morgan Stanley
    Lancaster, PA
  • 03/2022 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
  • 2010-06-16 → 2022-03-01
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Allentown, PA
    Camp Hill, PA
    Chambersburg, PA
    Albany, NY
    Rehoboth Beach, DE
    Mount Laurel, NJ
    Dover, DE
    Wilmington, DE
    Princeton, NJ
    Dallas, TX
  • 2008-01-24 → 2010-01-15
    Cornerstone Institutional Investors, Inc.
    Bethlehem, PA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-01-23
  • S66 Uniform Combined State Law Examination
    2008-01-23
Other Names
  • Amy Lynn Proetto
  • Amy Lynn Proetto
  • Amy Lynn Tone
  • Amy Tone
  • Amy Haydt

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · LANCASTER, PA
OMICRON ADVISORS, LLC · LANCASTER, PA
GREENSPRING ADVISORS, LLC · LANCASTER, PA
CHARLES SCHWAB & CO., INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
J. W. COLE ADVISORS, INC. · Lancaster, PA
MML INVESTORS SERVICES, LLC · LANCASTER, PA
EQUITABLE ADVISORS, LLC · LANCASTER, PA

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