Amy Sachs is a registered investment advisor, based in Bethesda, MD, with 41 years of industry experience.
Location
7550 Wisconsin Ave. Suite 420, Bethesda, MD, 20814
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Regulatory History (1)
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Customer Dispute
July 1989Settled
Other Business ActivitiesSells Insurance
Amy is an agent for Steward Partners Global Advisory, installing non-variable insurance products, and spends minimal time on this. She also acts as a trustee for multiple trusts and has a personal investment in Slate Craft Goods LLC, dedicating minimal time to each.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 3 yrs 11 mos
Steward Partners Investment Advisory, LLC
April 2016 - Present · 10 yrs
Previous Registrations
Raymond James Financial Services Advisors, INC
February 2016 - December 2016 · 10 mos
Raymond James Financial Services, INC.Broker
February 2016 - May 2022 · 6 yrs 3 mos
Morgan StanleyBroker
June 2009 - March 2016 · 6 yrs 9 mos
Morgan Stanley
June 2009 - March 2016 · 6 yrs 9 mos
Citigroup Global Markets INC.
February 2006 - June 2009 · 3 yrs 4 mos
Citigroup Global Markets INC.Broker
February 2006 - June 2009 · 3 yrs 4 mos
Legg Mason Wood Walker INC
November 1995 - February 2006 · 10 yrs 3 mos
Legg Mason Wood Walker, IncorporatedBroker
July 1995 - February 2006 · 10 yrs 7 mos
Smith Barney INC.Broker
July 1993 - July 1995 · 2 yrs
Lehman Brothers INC.Broker
May 1984 - July 1993 · 9 yrs 2 mos
State Registrations20 states
AZCACOCTDCDEFLILMAMDMINCNJNMNYOHPATXUTVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.