Amy Zipper

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

• 05/2024 → Present
  Morgan Stanley
  New York, NY
• 07/2023 → 05/2024
  Zfo Advisors
  Armonk, NY
• 03/2020 → 07/2023
  Humanco Assets Llc
  Austin, TX
• 04/2018 → 03/2020
  Amy Zipper
  Armonk, NY
• 10/2012 → 04/2018
  Tourbillon Capital Partners, Lp
  Armonk, NY
• 08/2024 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Other Businesses

*600593 - ZFO I, LLC; Investment Related - Yes; Park City, Utah; Real Estate; Investor, Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2019; During Business Hours: 0; After Business Hours: 0.25; Administrative.

Exams

• S66 Uniform Combined State Law Examination
  2024-07-13

Other Names

• Amy Lynn Zipper