Amy Rosa is a CFP-designated registered investment advisor, based in Clearwater, FL, with 15 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.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Amy installs non-variable insurance products through Steward Partners Global Advisory. She also owns support companies/DBAs (Hibbard Wealth Management Group and Hibbard/Hoffman Private Wealth Group) and works as an investment adviser for Steward Partners Investment Advisory LLC, but dedicates no 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 Registrations25 states
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