Amy Scarborough, financial advisor Cambridge MA
93 score

Amy Scarborough

CRD Number: 2984006
Current Firm: Advice And Planning Services

Amy Scarborough (CRD# 2984006) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Cambridge, MA Mar 2012 - Current 4
Tiaa Cambridge, MA Mar 2012 - Current 4
Securities America, Inc. South Burlington, VT Jun 2011 - Mar 2012 < 1
Gallagher Flynn Financial Advisors, LLC South Burlington, VT Mar 2011 - Mar 2012 1
Gallagher, Flynn & Company, LLP South Burlington, VT Jan 2011 - Mar 2012 1
The Ayco Company, L.p./mercer Allied Latham, NY Sep 2007 - Jan 2011 3
Supreme Court Of Nevada Carson City, NV Jun 2007 - Aug 2007 < 1
Unlv - William S Boyd School Of Law Las Vegas, NV Aug 2004 - May 2007 2
Solomon Dwiggins & Freer Las Vegas, NV May 2005 - Apr 2007 1
United States Securities & Exchange Commission New York, NY Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2002
S66 NASAA Uniform Combined State Law Examination May 2012
Contact Info for Amy S. Scarborough
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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