Amy Ann Napolitano
Professional Summary
Amy Ann Napolitano, who also goes by Amy Ann Mcnair, is a registered financial advisor currently at TELSEY ADVISORY GROUP LLC located in New York, New York. Amy is registered as a RR (Registered Representative) and started their career in finance in 1999. Amy has worked at 5 firms and has passed the Series 66, Series 63, SIE, Series 87, Series 7, Series 6, Series 14 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amy Ann Mcnair
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
26 years in the financial services industry
Current & Past Employments
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Current Firm
TELSEY ADVISORY GROUP LLC | TELSEY CAPITAL GROUP LLC
Contact Information
Main Address
555 Fifth Ave. 7th Floor, New York, NY, 10017Mailing Address
555 Fifth Ave. 7th Floor, New York, NY, 10017Phone Number
(212) 973-9700Established
Delaware since 05/28/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(4/22/2016)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed May 2016About the Series 87 examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 1999About the Series 6 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Amy Ann Napolitano's CRS (Customer Relationship Summary).
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