AS
AS

Amy Sabin

33 Years of Experience
Dallas, TX
BrokerSells Insurance

Amy Sabin is a registered investment advisor, based in Dallas, TX, with 33 years of industry experience.

Location

1920 McKinney Avenue, Suite 1150, Dallas, TX, 75201

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Amy is a financial advisor and support company DBA. She also offers insurance products, works as a fitness instructor, owns rental property, holds patents for yoga pants, is a trustee, co-manages a business, and is a passive investor, dedicating a few hours per week to installing insurance products and about two-thirds of her time to Cyber 19 LLC.

Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
May 2022 - Present · 4 yrs 2 mos
Steward Partners Investment Advisory, LLC
July 2019 - Present · 7 yrs
Previous Registrations
Raymond James Financial Services, INC.Broker
July 2019 - May 2022 · 2 yrs 10 mos
J.P. Morgan Securities LLC
October 2002 - July 2019 · 16 yrs 9 mos
J.P. Morgan Securities LLCBroker
September 2002 - July 2019 · 16 yrs 10 mos
Nationsbanc Investments, INC.Broker
January 1998 - March 1998 · 2 mos
Donaldson, Lufkin & Jenrette Securities CorporationBroker
September 1997 - October 2002 · 5 yrs 1 mo
NationssecuritiesBroker
April 1996 - September 1997 · 1 yr 5 mos
Nationsbanc Investments, INC.Broker
January 1996 - March 1996 · 2 mos
NationssecuritiesBroker
June 1993 - January 1996 · 2 yrs 7 mos
Nationsbanc Securities, INC.Broker
February 1993 - June 1993 · 4 mos
State Registrations24 states
ARAZCACOCTDCFLHIIDILMAMEMNMONCNHNYOHOKSCTXUTVAWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amy Sabin - Financial Advisor | TrueAdvisor