Amee Wright (CRD# 5211763) is an Investment Advisor Representative working at Lpl Financial LLC in Silver Creek, NY and has over 17 years of experience in the finance industry.
CRD# 1234546
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5386619
Park Avenue Securities LLC
CRD# 1648625
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Lakewood, NY | Nov 2023 - Current | < 1 |
| M&t Bank | Lakewood, NY | Oct 2023 - Current | < 1 |
| Eagle Strategies LLC | Warren, PA | Apr 2019 - Oct 2023 | 4 |
| Olewine Financial Group | Warren, PA | Apr 2019 - Oct 2023 | 4 |
| Nylife Securities LLC | Pittsburgh, PA | Mar 2019 - Oct 2023 | 4 |
| New York Life Insurance Co | Pittsburgh, PA | Mar 2019 - Oct 2023 | 4 |
| Key Investment Services | Cleveland, OH | Aug 2018 - Feb 2019 | < 1 |
| Key Investment Services, LLC | Cleveland, OH | Jun 2017 - Aug 2018 | 1 |
| Key Investment Services LLC | Warren, PA | Sep 2016 - Jun 2017 | < 1 |
| Lpl Financial LLC | Warren, PA | Sep 2009 - Sep 2016 | 7 |
| First Niagara Securities | Warren, PA | Sep 2009 - Sep 2016 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2006 |
| S65 | NASAA Investment Advisors Law Examination | Jul 2013 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NY
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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