Amy Hochfelsen
Amy Hochfelsen is a registered investment advisor at Cetera Investment Advisers LLC, based in Farmingdale, NY, with 19 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
500 Bi County Blvd, Ste 465, Farmingdale, NY, 11735
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Amy is an independent insurance agent selling disability, life, accident, and health insurance through Compass Benefit Planning LLC since 2011, dedicating a few hours per week. She also serves as COO & Treasurer for Skye Legacy Planning, LLC, a DBA for fixed insurance, and Vice President for Compass Benefit Planning LLC, a financial services DBA, dedicating about 10-20% of her time and about a quarter of her time, respectively. Additionally, Amy is a co-president of an Ivy League School/PTO, spending minimal time on this activity.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Tower Square Securities, INC.Broker
State Registrations10 states
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