Amy Van Hoose Smith
CFP®Professional Summary
Amy Van Hoose Smith, CFP®, who also goes by Amy Van Hoose Butler, Amy Louise Vanhoose, was a registered financial advisor. Amy was a previously registered financial professional and started their career in finance 1989 - 2023. Amy had worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 31, Series 7, Series 51 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Divorce Planning
- Health Care
- Budgeting
- Comprehensive Financial Planning
- Investment Planning
- Insurance Planning
- Retirement Planning
- Education Planning
Other Aliases
Amy Van Hoose Smith, Amy Van Hoose Butler, Amy Louise Vanhoose
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures on record.
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.
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Credentials
Years of Experience
32 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
CASSADAY & CO WEALTH MANAGEMENT LLC | CASSADAY & COMPANY, INC.
Contact Information
Main Address
8180 Greensboro Drive Suite 1180, Mclean, VA 22102Phone Number
(703) 506-8200# of Employees
97SEC notice filing (39 States and Territories)
Registered to provide investment advisory services in 39 US states and territories.
Documents
Regulatory Assets Under Management
Total Number of Accounts
3,267AUM (Assets Under Management)
$7,138,784,240Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
CASSADAY & CO WEALTH MANAGEMENT LLC | CASSADAY & COMPANY, INC.
State Registrations and Notice Filings
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by Amy
- Divorce Planning
- Health Care
- Budgeting
- Comprehensive Financial Planning
- Investment Planning
- Insurance Planning
- Retirement Planning
- Education Planning
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