AG
AG

Amelia Christine Gaspary

20 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
419 advisors
Number of Clients
31,228 clients
Average Client Portfolio
$793K average
Assets Under Management
$24.8B

Fee Structure

Minimum Investment:$10K
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Location

140 E. 45th Street, 36th Floor, New York, NY, 10017

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Amelia is involved in a health and wellness business called Alchemy by Amelia, helping people obtain health wellness. This takes a few hours per week and is not investment related.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLC
January 2024 - Present · 2 yrs 1 mo
Steward Partners Investment Advisory, LLC
January 2024 - Present · 2 yrs 1 mo
Steward Partners Investment Solutions, LLCBroker
January 2024 - Present · 2 yrs 1 mo
Previous Registrations
Steward Partners Investment Solutions, LLC
January 2024 - July 2024 · 6 mos
Wells Fargo Clearing Services, LLCBroker
March 2015 - November 2022 · 7 yrs 8 mos
Wells Fargo Clearing Services, LLC
February 2015 - November 2022 · 7 yrs 9 mos
Akt Wealth Advisors, LP
June 2014 - February 2015 · 8 mos
Wells Fargo Investments, LLC
January 2011 - January 2011 · 0 mos
Wells Fargo Advisors, LLC
January 2011 - May 2013 · 2 yrs 4 mos
Wells Fargo Advisors, LLCBroker
January 2011 - May 2013 · 2 yrs 4 mos
Wells Fargo Investments, LLCBroker
August 2004 - January 2011 · 6 yrs 5 mos
Morgan Stanley Dw INC.Broker
June 2002 - July 2004 · 2 yrs 1 mo
State Registrations18 states
ARAZCACOFLGAIDMAMOMSMTNMNVORTNTXVAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Amelia Christine Gaspary - Financial Advisor | TrueAdvisor