Amy Macisaac is a registered investment advisor at Cary Street Partners, based in Morristown, NJ, with 29 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,851 clients with $8.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees are negotiable for amounts over $25,000,001. Fees shown do not include any underlying fund/product fees, where applicable.
Fee Estimator
Location
1200 Mt. Kemble Avenue, Suite 100, Morristown, NJ, 07960
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Amy is dually-registered with Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. About 90% of Amy's time is dedicated to her role as an investment advisor representative, with the remainder as a registered representative.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Transcend Capital Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bt Alex. Brown IncorporatedBroker
Prime Capital Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.