Amy M Wallace
Investment adviser representative at Mutual Advisors, LLC
11 yearsExperience
1 stateRegistered in
$9.4BFirm assets
13 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 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
Experience
11 years in the industry.
- Mutual Advisors, LLC.Feb 2026 to now
- Mutual Securities, Inc.Feb 2026 to now
- TIAAJun 2023 to Feb 2026
- TIAA-CREF Individual & Institutional Services, LLCJun 2023 to Feb 2026
- Ameriprise Financial Services, Inc.Jul 2019 to Jun 2023
- AXA Advisors, LLCFeb 2019 to Jun 2019
- Mdf Estate PlanningMay 2018 to Jun 2019
- UnemployedNov 2017 to Apr 2018
- CitibankJul 2017 to Sep 2017
- UnemployedMar 2017 to Aug 2017
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (UT).
Mutual Advisors, LLC
$9.4BAssets managed
9,960Clients
153Advisers
13 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
- 3237123
- Firm CRD
- 167658