Amy M. Langell

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CRD#: 3253953

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 Marie Langell, who also goes by Amy Marie Garretson, Amy Marie Garretson, Amy Marie Roos, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 2003. Amy had worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Amy Marie Garretson | Amy Marie Garretson | Amy Marie Roos

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)

The CRS(Customer Relationship Summary) document is not provided.

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

Past

May 4, 2022 - March 28, 2024

ECHO45 ADVISORS LLC

RIA

CRD#: 307265

WALNUT CREEK, CA

Past

November 11, 2015 - February 22, 2016

CETERA WEALTH SERVICES, LLC

CRD#: 13572

OAKLAND, CA

Past

November 15, 2013 - November 9, 2015

LPL FINANCIAL LLC

CRD#: 6413

LAFAYETTE, CA

Past

November 23, 2011 - August 24, 2012

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

SAN RAMON, CA

Past

March 28, 2008 - December 31, 2009

COMMONWEALTH FINANCIAL NETWORK

CRD#: 8032

SAN RAMON, CA

Past

March 29, 2006 - November 16, 2007

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SIMPSONVILLE, SC

Past

February 25, 2003 - January 4, 2005

CREDIT SUISSE SECURITIES (USA) LLC

CRD#: 816

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ECHO45 ADVISORS LLC

ECHO45 ADVISORS LLC | ECHO45 ADVISORS, LLC

CRD#: 307265 / SEC#: 801-118109

RIA

Registered Investment Advisory firm - (2/24/2020 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/30/2022

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/23/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/22/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/21/2003

General Securities Representative Examination

Current Firm

ECHO45 ADVISORS LLC

ECHO45 ADVISORS LLC | ECHO45 ADVISORS, LLC

CRD#: 307265 / SEC#: 801-118109

RIA

Registered Investment Advisory firm - (2/24/2020 Approved)

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Contact information

Main Address

1802 Tice Valley Blvd, Walnut Creek, CA 94595

Mailing Address

Phone number

(877) 432-4645

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (6/2/2025)

Regulatory assets under management

Total Number of Accounts	566
AUM (Assets Under Management)	$ 194,875,409

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.

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Advisor Monitoring

Firm Stability Insights

Amy M. Langell

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

COMMONWEALTH FINANCIAL NETWORK

FIRST ALLIED SECURITIES, INC.

CREDIT SUISSE SECURITIES (USA) LLC

Primary Firm SEC Registration

ECHO45 ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/30/2022

Series 63

Date: 10/23/2003

SIE

Date: 2/22/2016

Series 7

Date: 2/21/2003

Current Firm

ECHO45 ADVISORS LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ECHO45 ADVISORS LLC

TRUST BUT VERIFY

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