Amy
Sachs
Steward Partners Investment Advisory, LLC
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About this Advisor
Amy Sachs is a financial advisor based in Bethesda, Maryland, working with Steward Partners Investment Advisory, LLC. Amy has previously held positions at Morgan Stanley, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors Inc, Steward Partners Investment Advisory, LLC, Steward Partners Global Advisory LLC, and Steward Partners Investment Solutions, LLC. Amy has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maryland and Texas. Currently, Amy is part of Steward Partners Investment Advisory, LLC, which operates out of Bethesda, Maryland. The firm has 45 offices and 499 employees. The firm manages assets totaling $15.4 billion 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, pension consulting services, selection of other advisers, and other services. The fee structure at Steward Partners Investment Advisory, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Steward Partners Investment Advisory, LLC Brokerage Details
$15,388,456,057
499
30,287
$508,088
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Amy Sachs Work History
Steward Partners Investment Solutions, LLC
Steward Partners Global Advisory LLC
Steward Partners Investment Advisory, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors Inc
Morgan Stanley
Disclosures
Please visit the SEC profile of Amy Sachs to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Steward Partners Investment Advisory, LLC
Baltimore, MD
New York, NY
New York, NY
Manchester, NH
Manchester, NH
New York, NY
Clearwater, FL
Andover, MA
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