Amy G. Locasio
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Amy Greene Locasio, who also goes by Amy Murray Greene, Amy Murray Greene Loeper, Amy Greene VInson, was a registered financial professional .
Amy is a previously registered financial professional and started their career in finance in 1994. Amy had worked at 3 firms and has passed the Series 65, Series 63, Series 87, Series 86 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 6, 2021 - April 24, 2025
EAMON CAPITAL MANAGEMENT, LLC
January 1, 2002 - May 11, 2009
AVONDALE PARTNERS, LLC
May 11, 1994 - June 12, 1995
SCOTT & STRINGFELLOW, INC.
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
EAMON CAPITAL MANAGEMENT, LLC
CRD#: 309470 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 70 |
| AUM (Assets Under Management) | $ 11,948,769 |
Red Flags
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