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Amy Rochelle Nash

Morgan Stanley

Nashville, TN

CRD 3125038

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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:

Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2020-04-02
KY RA APPROVED 2019-08-06
TN RA APPROVED 2019-05-21
PA RA APPROVED 2014-05-28
WV RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • KY RA
    APPROVED
    Since 2019-08-06
  • TN RA
    APPROVED
    Since 2019-05-21
  • PA RA
    APPROVED
    Since 2014-05-28
  • WV RA
    APPROVED
    Since 2009-06-01

Branch Locations

3102 West End Avenue Suite 200, Nashville, TN 37203 • 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
Morgan Stanley Nashville TN 06/2009 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2005-11-22
S63 Uniform Securities Agent State Law Examination 2001-09-25
  • S65 Uniform Investment Adviser Law Examination
    2005-11-22
  • S63 Uniform Securities Agent State Law Examination
    2001-09-25
Other Names
  • Amy R Morris
  • Amy Rochelle Morris

View on SEC IAPD

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MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHVILLE, TN
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