Amy D. Burry
Professional summary
Amy Diane Burry, who also goes by Amy D Burry, Amy Burry, Amy Diane Wilcox, is a registered financial advisor currently at TSCHETTER GROUP located in Bellevue, Washington.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Amy has worked at 4 firms and has passed the Series 65, Series 63, Series 7TO, SIE, Series 6 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Amy Diane Burry's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2025 - Present
TSCHETTER GROUP
Office #1: 2155 112th Ave Ne, Bellevue, WA 98004December 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.
Highlighted states indicate IAR registrations
(5/5/2025)
Exams
Series 7TO
Date: 12/11/2018
General Securities Representative ExaminationCurrent Firm
TSCHETTER GROUP
CRD#: 301548 / SEC#: 801-115160
Contact information
SEC notice filing (7 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,330 |
| AUM (Assets Under Management) | $ 2,137,933,323 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 02/19/2025 |
Red Flags
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