AP
Amy G. Price
BENTALLGREENOAK REAL ESTATE US LLC
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 2378816
AP
Professional summary
Amy Gunther Price, who also goes by Amy Noelle Gunther, is a registered financial professional currently at BENTALLGREENOAK REAL ESTATE US LLC located in San Francisco, California.
Amy is registered as a RR (Registered Representative) and started their career in finance in 1998. Amy has worked at 3 firms and has passed the Series 63, Series 79TO, Series 99TO, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Amy Noelle Gunther
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.
CRS (Client Relationship Summary) - BD
Click below to view Amy Gunther Price's 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®
NoneExperience
Current
January 21, 2021 - Present
BENTALLGREENOAK REAL ESTATE US LLC
Office #1: 475 Sansome Street Suite 500, San Francisco, CA 94111BD
CRD#: 157909
San Francisco, CA
Past
October 7, 2014 - June 18, 2021
SUN LIFE INSTITUTIONAL DISTRIBUTORS (U.S.) LLC
BD
CRD#: 170062
SAN FRANCISCO, CA
Past
September 2, 1998 - February 1, 2012
MORGAN STANLEY & CO. LLC
BD
CRD#: 8209
SAN FRANCISCO, CA
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(11/15/2022)
RR
Alaska(10/3/2022)
RR
Arizona(1/12/2023)
RR
Arkansas(11/29/2022)
RR
California(1/21/2021)
RR
Colorado(10/26/2022)
RR
Connecticut(11/29/2022)
RR
Delaware(10/4/2022)
RR
District of Columbia(2/7/2023)
RR
Florida(9/30/2022)
RR
Georgia(1/12/2023)
RR
Hawaii(2/28/2023)
RR
Idaho(10/3/2022)
RR
Illinois(11/4/2022)
RR
Indiana(1/23/2023)
RR
Iowa(10/4/2022)
RR
Kansas(10/13/2022)
RR
Kentucky(10/7/2022)
RR
Louisiana(10/3/2022)
RR
Maine(11/14/2022)
RR
Maryland(9/30/2022)
RR
Massachusetts(10/18/2022)
RR
Michigan(11/15/2022)
RR
Minnesota(5/6/2023)
RR
Mississippi(9/30/2022)
RR
Missouri(3/28/2023)
RR
Montana(11/14/2022)
RR
Nebraska(11/15/2022)
RR
Nevada(1/19/2023)
RR
New Hampshire(11/16/2022)
RR
New Jersey(10/11/2022)
RR
New Mexico(2/16/2023)
RR
New York(9/30/2022)
RR
North Carolina(10/5/2022)
RR
North Dakota(10/4/2022)
RR
Ohio(9/30/2022)
RR
Oklahoma(10/11/2022)
RR
Oregon(11/14/2022)
RR
Pennsylvania(9/30/2022)
RR
Rhode Island(10/3/2022)
RR
South Carolina(11/14/2022)
RR
South Dakota(11/14/2022)
RR
Tennessee(10/19/2022)
RR
Texas(5/11/2023)
RR
Utah(9/30/2022)
RR
Vermont(11/30/2022)
RR
Virginia(9/30/2022)
RR
Washington(1/12/2023)
RR
West Virginia(11/2/2022)
RR
Wisconsin(12/9/2022)
RR
Wyoming(1/17/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
BR
BENTALLGREENOAK REAL ESTATE US LLC
BENTALLGREENOAK REAL ESTATE US LLC | GREENOAK REAL ESTATE US LLC
CRD#: 157909 / SEC#: , 8-68869
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
399 Park Avenue 18th Floor, New York, NY, 10022
Mailing Address
399 Park Avenue 18th Floor, New York, NY, 10022
Phone number
(212) 359-7800
Established
Delaware since 03/17/2011
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| BGO US REAL ESTATE LP | MEMBER | 157034 |
| CAMPBELL, MATTHEW GEORGE ANGUS | MANAGING PARTNER,GENERAL COUNSEL AND CHIEF RISK OFFICER | 6279758 |
| GROSSER, SHAWN D | CHIEF COMPLIANCE OFFICER | 5328672 |
| NIEHAUS, CHRISTOPHER J | MANAGING PARTNER, HEAD OF U.S. | 2036937 |
| PRICE, AMY GUNTHER | CHIEF EXECUTIVE OFFICER | 2378816 |
| ROSS, ELIZA ANN | FINOP, PRINCIPAL FINANCIAL OFFICER, PRINCIPAL OPERATIONS OFFICER | 7315851 |
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.
