Amy Brouneus
Amy Brouneus is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Corning, NY, with 15 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.
Fee Estimator
Location
One Credit Union Plaza, Corning, NY, 14830
Get directionsHistory
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 Activities
Amy works as a financial advisor for Corning Credit Union and Wealth Strategies, spending about half her time on each role. The Corning Credit Union role is investment-related, while the Wealth Strategies role is a support company position.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations15 states
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
More Advisors
- Madison Eighmey, CFPRaymond James Financial Services Advisors, INC
- William Roe, CFPRaymond James Financial Services Advisors, INC
- Rebekah Eason, CFPRooted Planning Group
- Jolie Mccarthy, CFPSavant Wealth Management
- James Kaffenbarger, CFPBck Partners, INC.
- Michelle Vang, CFPSavant Wealth Management