Amy D. Burry
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 Diane Burry, who also goes by Amy D Burry, Amy Burry, Amy Diane Wilcox, was a registered financial professional .
Amy is a previously registered financial professional and started their career in finance in 1995. Amy had worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
May 5, 2025 - September 17, 2026
TSCHETTER GROUP
December 11, 2018 - March 18, 2020
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
June 5, 2015 - February 2, 2017
KMS FINANCIAL SERVICES, INC.
October 23, 1995 - July 31, 1996
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Primary Firm SEC Registration
TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
What does exam status mean?
Series 7TO
Passed: 12/11/2018
General Securities Representative ExaminationSeries 6
Passed: 6/5/2015
Current Firm
TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
Contact information
SEC notice filing (7 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,558 |
| AUM (Assets Under Management) | $ 2,390,397,962 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 02/19/2025 |
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.
