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Amy Jo Braun-bostich

Amy J. Braun-bostich

BRAUN-BOSTICH & ASSOCIATES
Canonsburg, PA 15317
Some features on this profile are disabled
CRD#: 1710451
Amy Jo Braun-bostich

Professional summary

Amy Jo Braun-bostich, CFP®, who also goes by Amy Bostich, Amy Jo Braun, Amy Jo Braunbostich, is a registered financial advisor currently at BRAUN-BOSTICH & ASSOCIATES INC. located in Canonsburg, Pennsylvania.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1990. Amy has worked at 4 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Bostich | Amy Jo Braun | Amy Jo Braunbostich

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Jo Braun-bostich's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1994

Experience

Current

June 2, 2017 - Present

BRAUN-BOSTICH & ASSOCIATES INC.

Office #1: 1600 Ashwood Drive Ste 1601, Canonsburg, PA 15317
RIA
CRD#: 288336
Canonsburg, PA
Past

July 29, 2003 - June 2, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
MCMURRAY, PA
Past

July 15, 1993 - December 31, 1994

AMERICAN EXPRESS SERVICE CORPORATION

BD
CRD#: 10518
MINNEAPOLIS, MN
Past

July 17, 1990 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 17, 1990 - June 2, 2017

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MCMURRAY, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
B&
BRAUN-BOSTICH & ASSOCIATES INC.
BRAUN-BOSTICH & ASSOCIATES | CLEAR VISION FINANCIAL GROUP, INC. | BRAUN-BOSTICH & ASSOCIATES INC.

CRD#: 288336 / SEC#: 801-110570

RIA
Registered Investment Advisory firm - (5/15/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Pennsylvania
(6/2/2017)
IAR
Texas
(3/14/2019)

Exams

State Security Law Exam
RR
Series 63
Date: 7/23/1990
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/2/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 7/16/1990
General Securities Representative Examination

Current Firm

B&
BRAUN-BOSTICH & ASSOCIATES INC.
BRAUN-BOSTICH & ASSOCIATES | CLEAR VISION FINANCIAL GROUP, INC. | BRAUN-BOSTICH & ASSOCIATES INC.

CRD#: 288336 / SEC#: 801-110570

RIA
Registered Investment Advisory firm - (5/15/2017 Approved)
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Contact information

Main Address
1600 Ashwood Drive Ste 1601, Canonsburg, PA 15317
Mailing Address
Phone number
(724) 942-2639
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (6 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

BBA DISCLOSURE BROCHURE, BROCHURE SUPPLEMENTS, AND PRIVACY POLICY (3/18/2025)

Regulatory assets under management

Total Number of Accounts957
AUM (Assets Under Management)$ 221,342,520

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

BRAUN-BOSTICH & ASSOCIATES INC.

CRD#: 288336Canonsburg, PA 15317

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