Amy Elizabeth Munsell

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
  Tulsa, OK

Previous Registrations

• 2002-06-26 → 2009-06-01
  Citigroup Global Markets Inc.
  Tulsa, OK
  Tulsa, OK
• 2001-02-05 → 2002-07-08
  Morgan Stanley Dw Inc.
  Tulsa, OK

Other Businesses

*590379 - Rental Property; Investment Related - Yes; Tulsa, Oklahoma; Rental Property; Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2022; During Business Hours: 0; After Business Hours: 0; Other

Exams

• S66 Uniform Combined State Law Examination
  1999-08-11

Other Names

• Amy E Munsell