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Amy Mccormick
12 Years of Experience
Boston, MA
1 DisclosureBroker
Amy Mccormick is a registered investment advisor at Raymond James & Associates, INC., based in Boston, MA, with 12 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
One International Place, Suite 2810, Boston, MA, 02110
Get directionsHistory
Regulatory History (1)
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Criminal
September 1998Final Disposition
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
January 2026 - Present · 4 mos
Raymond James & Associates, INC.
January 2026 - Present · 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
July 2023 - January 2026 · 2 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2023 - January 2026 · 2 yrs 6 mos
Wells Fargo Clearing Services, LLC
August 2014 - June 2023 · 8 yrs 10 mos
Wells Fargo Clearing Services, LLCBroker
July 2014 - June 2023 · 8 yrs 11 mos
RBC Capital Markets, LLC
November 2013 - August 2014 · 9 mos
RBC Capital Markets, LLCBroker
April 2013 - August 2014 · 1 yr 4 mos
State Registrations2 states
CTMA
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.