Amy Greene Locasio
Professional Summary
Amy Greene Locasio, who also goes by Amy Murray Greene, Amy Murray Greene Loeper, Amy Greene VInson, was a registered financial advisor. Amy was a previously registered financial professional and started their career in finance 1994 - 2025. Amy had worked at 3 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amy Murray Greene, Amy Murray Greene Loeper, Amy Greene Vinson
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
EAMON CAPITAL MANAGEMENT, LLC
Contact Information
Main Address
7500 Brooktree Road Suite 100, Wexford, PA 15090Phone Number
(412) 324-4006# of Employees
4Documents
Regulatory Assets Under Management
Total Number of Accounts
60AUM (Assets Under Management)
$14,514,346Similar 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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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2006About the Series 87 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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