Amy Vitorino, financial advisor Santa Barbara CA
81 score

Amy Vitorino

CRD Number: 4528779
Current Firm: Raymond James & Associates, Inc.

Amy Vitorino (CRD# 4528779) is an Investment Advisor Representative working at Raymond James & Associates, Inc. in Santa Barbara, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Raymond James & Associates, Inc. Santa Barbara, CA Dec 2014 - Current 2
Wells Fargo Advisors LLC Summerlin, NV Apr 2010 - Dec 2014 4
Morgan Stanley Smith Barney Las Vegas, NV Jun 2009 - Apr 2010 < 1
Citigroup Global Markets Inc. Las Vegas, NV Dec 2007 - Jun 2009 1
Unemployed Las Vegas, NV Oct 2007 - Dec 2007 < 1
Citigroup Global Markets Inc. Modesto, CA Nov 2004 - Oct 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Mar 2009
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. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Amy A. Vitorino
Phone Number: 727-567-1000
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    91,401
    MILLIONS
  • Total Number of Accounts
    317,837
    ACCOUNTS
  • Average Account Value
    $287,573
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
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
81

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