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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Amanda? Claim Your ProfileAmanda Lynn Bryant is a registered investment advisor with Morgan Stanley. Amanda has been in the industry since July 19, 1995. Amanda is registered in 53 states and holds multiple securities licenses, including Series 3, 7, 8, 9, 10, 63, and 65. In addition to her registration with Morgan Stanley, Amanda is also registered as an investment advisor in Alabama, New Jersey, New York, and Texas. Amanda has previously worked at CITIGROUP GLOBAL MARKETS INC. and Morgan Stanley Smith Barney. Amanda specializes in working with individuals, high-net-worth individuals, investment companies, corporations or other businesses, insurance companies, charitable organizations, banking or thrift institutions, pension and profit-sharing plans, and state or municipal government entities.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Asset allocation advice
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
See schedule d miscellaneous
1
2
NY
04/23/2020 - Present
Morgan Stanley (POTSDAM NY)
NY
07/20/1995 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (POTSDAM NY)
IA
Issued 02/21/2012
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/25/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 01/02/2023
Series 10 - General Securities Sales Supervisor - General Module Examination
BC
Issued 01/02/2023
Series 9 - General Securities Sales Supervisor - Options Module Examination
BC
Issued 03/18/1999
Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/12/2012
Series 3 - National Commodity Futures Examination
BC
Issued 07/19/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
NYSE American LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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