AR
CFP
AR
CFP

Amy Prososki Rosa

15 Years of Experience
BrokerSells Insurance
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

600 Cleveland Street, Suite 1150, Clearwater, FL, 33755

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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 ActivitiesSells Insurance

Amy installs non-variable insurance products through Steward Partners Global Advisory. She also owns support companies/DBAs (Hibbard Wealth Management Group and Hibbard/Hoffman Private Wealth Group) and works as an investment adviser for Steward Partners Investment Advisory LLC, but dedicates no time to these activities.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 3 yrs 9 mos
Steward Partners Investment Advisory, LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Raymond James Financial Services, INC.Broker
January 2017 - May 2022 · 5 yrs 4 mos
Morgan Stanley
February 2011 - January 2017 · 5 yrs 11 mos
Morgan StanleyBroker
July 2010 - January 2017 · 6 yrs 6 mos
State Registrations24 states
AZCACOCTFLGAILINKYLAMEMIMNMONCNMNVNYOHSDTNTXVAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.