Amanda BurnettCRD Number: 5900795
Current Firm: Morgan Stanley
Amanda Burnett (CRD# 5900795) is an Investment Advisor Representative working at Morgan Stanley in West Palm Beach, FL and has over 4 years of experience in the finance industry.
Davis Private Wealth, LLC
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Morgan Stanley Private Bank, National Association||New York, NY||Jan 2015 - Current||2|
|Morgan Stanley Smith Barney||W. Palm Beach, FL||Aug 2012 - Current||4|
|Oppenheimer & Co Inc.||Providence, RI||Mar 2011 - Jun 2012||1|
|Nelligan Sports Inc.||Providence, RI||Nov 2010 - Mar 2011||< 1|
|Point Jusith Cc||Narragansett, RI||Apr 2010 - Oct 2010||< 1|
|Trump Intl Golf Club||West Palm Beach, FL||Sep 2007 - Apr 2010||2|
|Button Hole Golf Course||Providence, RI||Jun 2008 - Aug 2009||1|
|Lynn University||Boca Raton, FL||Sep 2000 - Jun 2008||7|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Sep 2012|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
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
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