Amy Amarante, financial advisor Buffalo NY

Amy Amarante

CRD Number: 3037891
Current Firm: Lpl Financial LLC

Amy Amarante (CRD# 3037891) is an Investment Advisor Representative working at Lpl Financial LLC in Buffalo, NY and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Buffalo, NY Jun 2021 - Current 2
Lpl Financial LLC Buffalo, NY Jun 2021 - Current 2
Wilmington Brokerage Services Company Wilmington, DE Jun 2011 - Current 12
M&t Securities Cheektowaga, NY Feb 2007 - Current 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1998
S66 NASAA Uniform Combined State Law Examination Sep 2015
Contact Info for Amy C. Amarante
Phone Number: 704-733-3300
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
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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