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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

AMANDA M FINNIE

Advisor at MORGAN STANLEY

Jericho, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a23db3a-c0ba-07a0-72de-1c82375117b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 9, 2017 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MORGAN STANLEY
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 11, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S63|S66
First exam: Jan 11, 2011
First registration: May 9, 2017
Dual registered: yes, broker-dealer
Other names: AMANDA KRUMMENACKER|AMANDA MICHELLE KRUMMENACKER|AMANDA MICHELLE FINNIE
IAPD individual key: 5680023

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MORGAN STANLEY	Wirehouse	Dec 11, 2021	n/a	yes	Jericho, NY	Current employment
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Jul 13, 2018	Nov 8, 2021	no	BOSTON, MA	Previous registration
STRATEGIC ADVISERS LLC	National bd RIA	May 9, 2017	Jul 13, 2018	no	FOREST HILLS, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
FIDELITY PERSONAL AND WORKPLACE ADVISORS	MORGAN STANLEY	Nov 8, 2021	Dec 11, 2021	33	Firm change	Ibd to wirehouse
STRATEGIC ADVISERS LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Jul 13, 2018	Jul 13, 2018	0	Bulk transfer	Ibd to new firm

Relationships

Registered with (3)

→ MORGAN STANLEYRegistered adviserregistration: current employment
Dec 11, 2021 to presentfactForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Jul 13, 2018 to Nov 8, 2021factForm ADV
→ STRATEGIC ADVISERS LLCRegistered adviserregistration: previous registration
May 9, 2017 to Jul 13, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1a23db3a-c0ba-07a0-72de-1c82375117b5
First observed: May 9, 2017
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

AMANDA M FINNIE

Advisor at MORGAN STANLEY

Jericho, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1a23db3a-c0ba-07a0-72de-1c82375117b5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:46 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

MORGAN STANLEY

Wirehouse

Dec 11, 2021

n/a

yes

Jericho, NY

Current employment

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Former SEC adviser

Jul 13, 2018

Nov 8, 2021

BOSTON, MA

Previous registration

STRATEGIC ADVISERS LLC

National bd RIA

May 9, 2017

Jul 13, 2018

FOREST HILLS, NY

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

FIDELITY PERSONAL AND WORKPLACE ADVISORS

MORGAN STANLEY

Nov 8, 2021

Dec 11, 2021

Firm change

Ibd to wirehouse

STRATEGIC ADVISERS LLC

FIDELITY PERSONAL AND WORKPLACE ADVISORS

Jul 13, 2018

Bulk transfer

Ibd to new firm