Amy Butler Berg

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

• 06/2009 → Present
  Morgan Stanley Smith Barney
  Oak Brook, IL

Other Businesses

*390185 - Etsy Shop; Investment related - Yes; DeKalb, Illinois; Retail/Online Stores; Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 20; Sales/Marketing

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-11-14
• S63 Uniform Securities Agent State Law Examination
  2004-09-02

Other Names

• Amy B Sharpe
• Amy Butler Sharpe