Mayflower Advisors
47yrs
Top advisor by experience at Mayflower Advisors
16yrs
Based in Boston, Massachusetts, Amy Steigerwald is a fiduciary financial advisor with 16 years of industry experience. Amy joined Morgan Stanley in 2012, after two years at Credit Suisse Securities (usa). Morgan Stanley offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, flat fees, and commissions.
One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 57% of advisors in Boston
Office28 State Street 26th Floor, Boston, MA 02110
FirmMorgan Stanley
How the firm is paid ?Percent of assets, Flat fee, Commissions, Performance fee, Other
Typical client at the firm ?$670,481
Advisors at the firm23,156
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.
Series 66Uniform Combined State Law Examination
Career
- 2012 – nowMorgan StanleyCurrent firm
- Sep 2010 – Mar 2012Credit Suisse Securities (usa) LLCPreviously
Contact Amy
28 State Street 26th FloorBoston, MA 02110Office · Get directions Firm main line(914) 225-5510Headquarters: Morgan Stanley · Purchase, NY Firm websitewww.morganstanley.com
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Questions to ask Amy
Tailored to Amy’s registration and firm.
- 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?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Amy
How do I contact Amy?
Call Morgan Stanley at (914) 225-5510 and ask for Amy Steigerwald. Amy works from the Boston, MA office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2010, about 16 years. More experience than 57% of advisors in Boston.
What licenses does Amy hold?
Series 66. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
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 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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