Amy Gwyn Sachs

Steward Partners Investment Advisory, LLC

41 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Steward Partners Investment Advisory, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

419 advisors

Number of Clients

31,228 clients

Average Client Portfolio

$793K average

Assets Under Management

$24.8B

Fee Structure

Minimum Investment:$10K

Location

7550 Wisconsin Ave. Suite 420, Bethesda, MD, 20814

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

July 1989

Settled

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Amy is an agent for Steward Partners Global Advisory, installing non-variable insurance products, and spends minimal time on this. She also acts as a trustee for multiple trusts and has a personal investment in Slate Craft Goods LLC, dedicating minimal time to each.