Amy Qiu (CRD# 6227817) is an Investment Advisor Representative working at Welch & Forbes LLC in Boston, MA and has over 10 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 7339646
Origin Investment Advisory LLC
CRD# 2086353
Fidelity Personal And Workplace Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Welch & Forbes LLC | Boston, MA | Apr 2019 - Current | 5 |
| Reynders, Mcveigh Capital Management, LLC | Boston, MA | Aug 2018 - Mar 2019 | < 1 |
| Athena Capital Advisors LLC | Lincoln, MA | Feb 2016 - Jul 2018 | 2 |
| Morgan Stanley | Waltham, MA | Jul 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- MA
-
Total Assets Under Management7,909MILLIONS
-
Total Number of Accounts3,406ACCOUNTS
-
Average Account Value$2,322,175
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NH, NJ, NY, OR, PA, RI, SC, TX, VA, VT, WA
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