Amy C Grieves
Investment adviser representative at Osaic Institutions, Inc.
12 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$6.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Osaic Institutions, Inc.Jan 2017 to now
- Bank of Southside VirginiaJan 2017 to now
- Infinex Investments, IncJan 2017 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Jan 2017
- Morgan StanleyApr 2014 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law2004
State registrations
Registered as an investment adviser representative in 1 state (VA).
Osaic Institutions, Inc.
$6.5BAssets managed
16,312Clients
537Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3069877
- Firm CRD
- 35371