Amy B Gross

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

• 09/2012 → 10/2016
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
• 10/2016 → 12/2020
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 01/2021 → Present
  Morgan Stanley
  Oak Brook, IL

Previous Registrations

• 2016-10-12 → 2020-12-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chicago, IL
• 2016-06-17 → 2016-10-17
  Credit Suisse Securities (Usa) Llc
  Chicago, IL
  Glen Ellyn, IL
  New York, NY
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2016-06-16
• S63 Uniform Securities Agent State Law Examination
  2011-01-10

Other Names

• Amy Abaravich
• Amy Beth Abaravich
• Amy Beth Gross