Amanda
Friend
Morgan Stanley
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About this Advisor
Amanda Friend is a financial advisor based in South Jordan, Utah, working with Morgan Stanley. Amanda has previously held positions at Fidelity Brokerage Services LLC, Vivint Smart Home, Kimpton: Hotel Monaco, Hostmark Hospitality: Marriott At University Park, Southern Utah University, Walmart, Convergys, Morgan Stanley, and Low Va Rates. Amanda has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in Utah. Currently, Amanda is part of Morgan Stanley, which operates out of South Jordan, Utah. The firm has 930 offices and 29,300 employees. The firm manages assets totaling $1.4 trillion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Morgan Stanley includes asset-based, fixed, commission-based, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Morgan Stanley Brokerage Details
$1,402,425,838,334
29,300
2,405,783
$582,939
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Amanda Friend Work History
Morgan Stanley
Low Va Rates
Fidelity Brokerage Services LLC
Vivint Smart Home
Kimpton: Hotel Monaco
Hostmark Hospitality: Marriott At University Park
Walmart
Convergys
Southern Utah University
Disclosures
Please visit the SEC profile of Amanda Friend to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
