Amber Michele Moser
Investment adviser representative at Winthrop Wealth
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.1BFirm 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 feeOther
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.
- Winthrop WealthNov 2022 to now
- Keel Financial PartnersNov 2022 to now
- Winthrop Advisory Group LLCNov 2022 to now
- Private Advisor Group, LLCApr 2017 to Dec 2022
- LPL Financial, LLCDec 2014 to Dec 2024
- Tribune Wealth ManagementAug 2014 to Apr 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (TN, WA).
Winthrop Wealth
Legal name: Winthrop Advisory Group, LLC
$3.1BAssets managed
2,481Clients
28Advisers
9 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
- 6382815
- Firm CRD
- 288178