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Amy H Mottola

Morgan Stanley

Greenville, DE

CRD 7606436

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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 2024-06-28
DE RA APPROVED 2024-06-24
  • TX RA
    APPROVED
    Since 2024-06-28
  • DE RA
    APPROVED
    Since 2024-06-24

Branch Locations

500 Dupont Field Blvd. Suite 300, Greenville, DE 19807 • 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 Smith Barney Llc Greenville DE 08/2022 Present
Friess Associates Wilmington DE 10/2006 06/2022
  • 08/2022 → Present
    Morgan Stanley Smith Barney Llc
    Greenville, DE
  • 10/2006 → 06/2022
    Friess Associates
    Wilmington, DE
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-24
  • S66 Uniform Combined State Law Examination
    2024-06-24

View on SEC IAPD

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