Amy Mefferd is a registered investment advisor, based in Clearwater, FL, with 16 years of industry experience.
Location
600 Cleveland Street, Suite 1150, Clearwater, FL, 33755
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amy provides administrative support as a Wealth Management Associate for Steward Partners Investment Advisory LLC and Steward Partners Global Advisory. She is also an owner of Hoffman Private Wealth Group and Hoffman Hibbard Private Wealth Group, working as a financial advisor and wealth management associate, respectively, though she dedicates minimal time to these activities.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Morgan Stanley
Morgan StanleyBroker
State Registrations32 states
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