Amy Locasio (CRD# 2360437) is an Investment Advisor Representative working at Eamon Capital Management, LLC in Wexford, PA and has over 22 years of experience in the finance industry.
CRD# 3221992
Cetera Investment Advisers LLC
CRD# 1549189
Centauri Advisory Group, Inc.
CRD# 1498908
Robert W. Baird & Company Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eamon Capital Management, LLC | Wexford, PA | Jul 2021 - Current | 2 |
| Unemployed | Sewickley, PA | Feb 2021 - Jun 2021 | < 1 |
| Laila Consulting | Sewickley, PA | Jun 2019 - May 2021 | 1 |
| Avon Products Inc. | Suffern, NY | Aug 2017 - Jan 2021 | 3 |
| Gnc | Pittsburgh, PA | Apr 2016 - Jun 2017 | 1 |
| Herbalife | Los Angeles, CA | Aug 2009 - Mar 2016 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 2002 |
| S65 | NASAA Investment Advisors Law Examination | Jun 2021 |
- PA
-
Total Assets Under Management11MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$165,008
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
PA
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.