Amy Macisaac is a registered investment advisor, based in Morristown, NJ, with 29 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold.
Location
1200 Mt. Kemble Avenue, Suite 100, Morristown, NJ, 07960
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Regulatory History
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.
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Amy is dually-registered with Transcend Capital Advisors, LLC and Purshe Kaplan Sterling Investments, Inc. About 90% of Amy's time is dedicated to her role as an investment advisor representative, with the remainder as a registered representative.
Employment History
Current Registrations
Cary Street Partners
Cary Street PartnersBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Transcend Capital Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Bt Alex. Brown IncorporatedBroker
Prime Capital Services, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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
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