Deborah Amilowski, financial advisor Melville NY

Deborah Amilowski

CRD Number: 2073145
Current Firm: Advice And Planning Services

Deborah Amilowski (CRD# 2073145) is an Investment Advisor Representative working at Advice And Planning Services in Melville, NY and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Melville, NY Jun 2018 - Current 2
Tiaa-cref Individual & Institutional Services, LLC Melville, NY Jun 2018 - Current 2
Td Ameritrade Investment Management, LLC Melville, NY Oct 2012 - Jun 2018 5
Tdameritrade, Inc. Melville, NY Sep 2012 - Jun 2018 5
American Express Financial Advisors Islandia, NY Oct 2003 - Aug 2012 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1991
S66 NASAA Uniform Combined State Law Examination Sep 2012
Disclosure Information

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, and financial matters in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Deborah A. Amilowski
Phone Number: 212-490-9000
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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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