Amy Kiley
Amy Kiley is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Sturbridge, MA, with 27 years of industry experience. Amy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
198 Charlton Rd, Suite 9, Sturbridge, MA, 01566
Get directionsHistory
Regulatory History (1)
Regulatory
December 2005Other Business ActivitiesSells Insurance
Amy is an independent insurance agent since 2009, selling fixed insurance products, dedicating minimal time. She is also the owner of Joyful Wealth Planning, LLC since 2020, spending more than full-time hours selling insurance, securities, and investment products.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations13 states
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.