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AM

Amy N. Mcbride

ARES WEALTH MANAGEMENT SOLUTIONS
Denver, CO 80202
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CRD#: 2769248
AM

Professional summary


Amy Noel Mcbride, who also goes by Amy Noel Mcbride, Mcbride, Amy Noel Snyder, is a registered financial professional currently at ARES WEALTH MANAGEMENT SOLUTIONS, LLC located in Denver, Colorado and ARES MANAGEMENT CAPITAL MARKETS LLC located in Denver, Colorado.

Amy is registered as a RR (Registered Representative) and started their career in finance in 1999. Amy has worked at 6 firms and has passed the Series 63, SIE, Series 7, Series 24, Series 10 and Series 9 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Amy Noel Mcbride | Mcbride | Amy Noel Snyder

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.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Amy Noel Mcbride's CRS (Customer Relationship Summary).
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®
None

Experience


Current

August 31, 2023 - Present

ARES WEALTH MANAGEMENT SOLUTIONS, LLC

Office #1: 1200 17th Street Suite #2900, Denver, CO 80202
BD
CRD#: 119546
Denver, CO
Current

April 11, 2024 - Present

ARES MANAGEMENT CAPITAL MARKETS LLC

Office #1: 1200 17th Street - Suite 2900, Denver, CO 80202
BD
CRD#: 166219
Denver, CO
Past

April 28, 2023 - September 1, 2023

ALLIANZ LIFE FINANCIAL SERVICES, LLC

BD
CRD#: 612
MINNEAPOLIS, MN
Past

January 20, 2012 - February 8, 2022

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
LONE TREE, CO
Past

April 4, 2008 - November 4, 2011

JANUS HENDERSON DISTRIBUTORS US LLC

BD
CRD#: 28832
DENVER, CO
Past

October 4, 2007 - March 28, 2008

SLD AMERICA EQUITIES, INC.

BD
CRD#: 36259
WEST CHESTER, PA
Past

December 7, 1999 - March 22, 2006

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
WESTLAKE, TX

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
California
(9/18/2023)
RR
Colorado
(8/31/2023)
RR
New York
(9/18/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 12/17/1999
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AM
ARES MANAGEMENT CAPITAL MARKETS LLC
ARES INVESTOR SERVICES LLC | ARES MANAGEMENT CAPITAL MARKETS LLC

CRD#: 166219 / SEC#: , 8-69194

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information


Main Address
1800 Avenue Of The Stars Suite 1400, Los Angeles, CA 90067
Mailing Address
1800 Avenue Of The Stars Suite 1400, Los Angeles, CA 90067
Phone number
(310) 432-8708
Established
Delaware since 01/20/2012
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Medium
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
ARES MANAGEMENT LLCMEMBER130074
BRAUN, HEATHER GROSSMANCOO3141608
INFANGER, MARK CHARLESCFO AND FINOP2369723
MAGNER, BRIANCCO3069172
PAWLOWSKI, ANTHONY JOHNPRESIDENT4337887

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.

Company Information


ARES MANAGEMENT CAPITAL MARKETS LLC

CRD#: 166219Denver, CO 80202

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