Amy Mcnally Simpson
Investment adviser representative at Cetera Investment Advisers LLC
10 yearsExperience
1 stateRegistered in
$256.8BFirm assets
42 yearsFirm in business
Are you Amy Mcnally Simpson? Claim your profile
Contact this firm
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
- Seminars and workshops
Experience
10 years in the industry.
- Cetera Investment Advisers LLCApr 2026 to now
- Cetera Wealth Services, LLCApr 2026 to now
- Artistic StrategiesMar 2026 to now
- StifelSep 2024 to Mar 2026
- N/aMar 2024 to Sep 2024
- MilemarkerMay 2023 to Mar 2024
- Mammoth Vc/mammoth TechnologySep 2022 to Mar 2024
- TurncastSep 2022 to Mar 2024
- Tru IndependenceAug 2021 to Sep 2022
- Team Hernandez At Realty Executives PremierJul 2020 to Jul 2021
- N/aMay 2020 to Jul 2020
- Purdue UniversityAug 2018 to May 2020
- Illinois Commerce CommissionJun 2018 to Aug 2018
- Purdue UniversityAug 2017 to May 2018
- N/aMay 2017 to Aug 2017
- Purdue UniversityAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IN).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 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
- 7980330
- Firm CRD
- 105644