Amy Lynn Delauter
Investment adviser representative at Kooman & Associates
23 yearsExperience
2 statesRegistered in
$555.6MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
23 years in the industry.
- Kooman & AssociatesMay 1999 to now
- Raymond James Financial Services Advisors Inc.Apr 2012 to Oct 2022
- Raymond James Financial ServicesMay 1999 to Oct 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Kooman & Associates
$555.6MAssets managed
331Clients
8Advisers
3 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
- 3233869
- Firm CRD
- 322163