Amy Seltzer, financial advisor Altoona PA

Amy Seltzer

CRD Number: 4497457
Current Firm: Cambridge Investment Research Advisors, Inc.

Amy Seltzer (CRD# 4497457) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Altoona, PA and has over 22 years of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research, Inc. Fairfield, IA Nov 2011 - Current 12
Cambridge Investment Research Advisors, Inc. Fairfield, IA Nov 2011 - Current 12
Seltzer Financial Strategies Altoona, PA Jul 2004 - Current 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Nov 2004
Contact Info for Amy B. Seltzer
Phone Number: 641-472-5100
Registered State(s):
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    82,428
    MILLIONS
  • Total Number of Accounts
    461,370
    ACCOUNTS
  • Average Account Value
    $178,659
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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