Amy Erck, financial advisor Wayzata MN

Amy Erck

CRD Number: 7031809
Current Firm: Morgan Stanley

Amy Erck (CRD# 7031809) is an Investment Advisor Representative working at Morgan Stanley in Wayzata, MN and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Morgan Stanley Smith Barney LLC Wayzata, MN Nov 2018 - Current 5
The Fountain Group Minneapolis, MN May 2018 - Nov 2018 < 1
Beacon Hill Staffing Group Minneapolis, MN Mar 2018 - Apr 2018 < 1
Beacon Hill Staffing Group Minneapolis, MN Sep 2015 - Apr 2018 2
Kroll Ontrack Eden Prairie, MN Feb 2018 - Mar 2018 < 1
Beacon Hill Staffing Group Minneapolis, MN Feb 2017 - Feb 2018 1
Kroll Ontrack Eden Prairie, MN Dec 2015 - Dec 2017 2
The Law Office Of Amy N Johnson, Pllc Robbinsdale, MN Sep 2013 - Sep 2017 4
Special Counsel Minneapolis, MN Nov 2015 - Nov 2015 < 1
Beacon Hill Minneapolis, MN Oct 2015 - Oct 2015 < 1
Beacon Hill Staffing Group Eagan, MN Sep 2015 - Oct 2015 < 1
Tower Legal Solutions Minneapolis, MN Aug 2015 - Sep 2015 < 1
Special Counsel Minneapolis, MN Dec 2012 - Aug 2015 2
Review Right Minneapolis, MN Jun 2014 - Aug 2014 < 1
Robins, Kaplan, Miller And Ciresi, LLP Minneapolis, MN Feb 2014 - Feb 2014 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2022
Contact Info for Amy N. Erck
Phone Number: 914-225-5510
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    1,185,061
    MILLIONS
  • Total Number of Accounts
    2,233,188
    ACCOUNTS
  • Average Account Value
    $530,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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