Amy Prososki Rosa
Investment adviser representative at Steward Partners Investment Advisory, LLC
18 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$36.7BFirm 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
Experience
18 years in the industry.
- Steward Partners Investment Solutions, LLCMay 2022 to now
- Steward Partners Investment Advisory, LLCJan 2017 to now
- Steward Partners Global Advisory LLCJan 2017 to now
- UnknownApr 2010 to now
- Frank Hibbard for Mayor of ClearwaterSep 2019 to Apr 2020
- Raymond James Financial Services, Inc.Jan 2017 to May 2022
- HyattMay 2010 to Jan 2019
- Morgan Stanley Smith Barney LLCJun 2008 to Jan 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2011
State registrations
Registered as an investment adviser representative in 3 states (FL, LA, TX).
Steward Partners Investment Advisory, LLC
$36.7BAssets managed
42,763Clients
480Advisers
10 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
- 5548918
- Firm CRD
- 283004