Amy Ellen Zellner
Investment adviser representative at Sugar Maple Asset Management, LLC
12 yearsExperience
2 statesRegistered in
$291.5MFirm assets
4 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Sugar Maple Asset Management, LLCMay 2021 to now
- Cetera Investment Advisers LLCNov 2018 to Apr 2021
- Cetera Investment Advisors LLCNov 2018 to Apr 2021
- Fortifi BankNov 2018 to Apr 2021
- Private Client ServicesJan 2018 to Nov 2018
- Nicolet Advisory Services, LLCAug 2016 to Nov 2018
- Sii Investments, Inc.Jun 2016 to Dec 2017
- Admiral Asset Management LLCNov 2014 to Nov 2016
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (TX, WI).
Sugar Maple Asset Management, LLC
$291.5MAssets managed
208Clients
2Advisers
4 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
- 6282372
- Firm CRD
- 282632