Amy Strohn, financial advisor Paicines CA

Amy Strohn

CRD Number: 7100804
Current Firm: Emerson Equity LLC

Amy Strohn (CRD# 7100804) is an Investment Advisor Representative working at Emerson Equity LLC in Paicines, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Emerson Equity LLC San Mateo, CA Mar 2023 - Current 1
Strohn Livestock Paicines, CA Dec 2019 - Current 4
Dare To Dream Financial Services Paicines, CA Feb 2019 - Current 5
Windermere Ranch Paicines, CA Sep 2021 - Jan 2023 1
Self Employed Paicines, CA Jul 2018 - Sep 2021 3
Rafter Y Ranch Mack, CO Aug 2016 - Jul 2018 1
Bear Ranch/7x Cattle Somerset, CO May 2014 - Jul 2016 2
Lily And Rose Furniture Delta, CO Oct 2012 - May 2014 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2023
Contact Info for Amy K. Strohn
Phone Number: 650-312-0200
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    176
    MILLIONS
  • Total Number of Accounts
    1,037
    ACCOUNTS
  • Average Account Value
    $169,886
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

TX

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