Amy Claire Spivey
Investment adviser representative at Keystone Financial Group, LLC
12 yearsExperience
1 stateRegistered in
$2.3BFirm assets
12 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
- Seminars and workshops
Experience
12 years in the industry.
- Keystone Financial Group, LLCJan 2024 to now
- Morgan Stanley Private Bank, N.A.Feb 2016 to now
- Morgan StanleyOct 2014 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (KY).
Keystone Financial Group, LLC
$2.3BAssets managed
6,628Clients
34Advisers
12 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
- 6567083
- Firm CRD
- 170201