RBC Capital Markets
47yrs
Top advisor by experience in Minnesota
34yrs
Amy W Aadalen
Financial advisor at Morgan Stanley
At a glance
Experience34 years (since 1993)
How that compares ?Top 7% by experience in Minneapolis
Office225 South 6th Street, Minneapolis, MN 55402
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
States licensed ?2 states
Services through Morgan Stanley
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Securities Agent State Law Examination
Career
- 2014 – nowMorgan StanleyCurrent firm
Questions to ask Amy
Tailored to Amy’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amy
How do I contact Amy?
Call Morgan Stanley at 914-225-5510 and ask for Amy W Aadalen. Amy works from the Minneapolis, MN office.
How long has Amy been a financial advisor?
Amy has been in the industry since 1993, about 34 years. Top 7% by experience in Minneapolis.
What licenses does Amy hold?
Series 63. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Amy paid?
Morgan Stanley reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products, a share of investment gains, other fees. Ask Amy for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
RBC Capital Markets
47yrs
Top 1% by experience in Minneapolis
RBC Capital Markets
47yrs
Top 1% by experience in Minneapolis
Capital Management Associates
47yrs
Top advisor by experience at Capital Management Associates
Dunnavan &
47yrs
Top 1% by experience in Minneapolis
Cordis Financial
46yrs
Top advisor by experience at Cordis Financial