Amity Brook Raia
Investment adviser representative at Adviceone Advisory Services, LLC
10 yearsExperience
1 stateRegistered in
$2BFirm assets
23 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Adviceone Advisory Services, LLCNov 2021 to now
- Caliber SmartMay 2020 to Dec 2021
- Fox PetersonJan 2020 to Apr 2020
- MelaleucaFeb 2019 to Nov 2019
- Brigham Young University - IdahoApr 2018 to Apr 2021
- Religous Service MissionJun 2016 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (ID).
Adviceone Advisory Services, LLC
$2BAssets managed
1,449Clients
13Advisers
23 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
- 7582213
- Firm CRD
- 111614