Amy Deer (CRD# 6976843) is an Investment Advisor Representative working at Commonwealth Financial Network in Burlington, MA and has over 4 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4046712
Stonehearth Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axial Benefits Group | Burlington, MA | Jan 2021 - Current | 3 |
| Commonwealth Financial Network | Waltham, MA | Nov 2019 - Current | 4 |
| The Kraematon Group | Wellesley And Burlington, MA | Jun 2018 - Dec 2020 | 2 |
| Allie Munroe | Coconut Grove, FL | Feb 2018 - Jun 2018 | < 1 |
| Dance Now Miami | Miami, FL | Sep 2013 - Jun 2018 | 4 |
| John Leonard | Boston, MA | Oct 2017 - Feb 2018 | < 1 |
| Allie Munroe | Coconut Grove, FL | Sep 2017 - Oct 2017 | < 1 |
| John Leonard | Boston, MA | Jun 2017 - Sep 2017 | < 1 |
| Allie Munroe | Coconut Grove, FL | Oct 2016 - Jun 2017 | < 1 |
| John Leonard | Boston, MA | Jul 2016 - Oct 2016 | < 1 |
| Complete Staffing Solutions | Marlborough, MA | Jun 2015 - Jul 2016 | 1 |
| Inner City Children Dance Company | Miami, FL | Aug 2014 - Jun 2015 | < 1 |
| Boston Ballet | Newton, MA | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2019 |
- MA
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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