Amy Wasser
Amy Wasser is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Pleasant Hill, CA, with 26 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
2199 Norse Dr, Suite A, Pleasant Hill, CA, 94523
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy is an associate/employee at SilverTree Collective, an umbrella company for various groups including Wasser Wealth Management, LLC, since October 2022, dedicating about 10-20% of her time. She is also a member of Wasser Wealth Management, LLC, working as a financial advisor with Raymond James, dedicating nearly full-time hours.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
State Registrations25 states
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