Amy B. Barnes

FIREBRAND WEALTH MANAGEMENT

REDMOND, WA 98052

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CRD#: 4164376

Professional summary

Amy Barbara Barnes, CFP®, CIMA® is a registered financial advisor currently at FIREBRAND WEALTH MANAGEMENT, LLC located in Redmond, Washington.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Amy has worked at 10 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Tax Planning

Comprehensive Financial Planni...

Retirement Planning

Education Planning

Socially Responsible Investing

Estate Planning

Social Security Planning

Investment Planning

Retirement Income Management

Do you have an area of expertise or specialization?

Business Owners

Charitable Giving

College/Education Planning

Corporate Executives

Divorce Planning

Estate & Generational Planning...

What is your minimum asset requirement?

Are you a "fiduciary"?

Yes

Aliases

None

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) - RIA

Click below to view Amy Barbara Barnes's 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®

CFP^®

Certified Financial Planner

Start date: 2019

CIMA^®

Certified Investment Management Analyst

Experience

Current

April 17, 2018 - Present

FIREBRAND WEALTH MANAGEMENT, LLC

Office #1: 8201 164th Ave Ne Suite 238, Redmond, WA 98052Office #2: 820 4th Ave, Seattle, WA 98025

RIA

CRD#: 292154

REDMOND, WA

Past

June 28, 2016 - December 13, 2017

ALDRICH WEALTH LP

RIA

CRD#: 147200

Bellevue, WA

Past

September 30, 2014 - May 25, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

BELLEVUE, WA

Past

September 30, 2014 - May 25, 2016

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

BELLEVUE, WA

Past

October 2, 2013 - September 23, 2014

BLACKROCK FUND ADVISORS

RIA

CRD#: 105247

LOS ANGELES, CA

Past

January 3, 2012 - September 23, 2014

BLACKROCK INVESTMENTS, LLC

CRD#: 38642

LOS ANGELES, CA

Past

November 5, 2009 - December 31, 2011

BLACKROCK FUND DISTRIBUTION COMPANY

CRD#: 146183

SAN FRANCISCO, CA

Past

July 17, 2008 - December 31, 2009

BLACKROCK EXECUTION SERVICES

CRD#: 39438

SAN FRANCISCO, CA

Past

June 6, 2005 - June 26, 2008

MONTGOMERY & CO., LLC

CRD#: 42300

SAN FRANCISCO, CA

Past

March 4, 2004 - April 29, 2005

OPPENHEIMER & CO. INC.

CRD#: 249

NEW YORK, NY

Past

April 25, 2000 - March 5, 2004

BANC OF AMERICA SECURITIES LLC

CRD#: 26091

NEW YORK, NY

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/13/2020)

IAR

New Jersey
(9/26/2024)

IAR

New York
(4/1/2024)

IAR

Texas
(7/16/2018)

IAR

Washington
(4/17/2018)

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: 10/1/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 6/20/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 5/25/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/24/2000

General Securities Representative Examination

Current Firm

FIREBRAND WEALTH MANAGEMENT, LLC

FIREBRAND WEALTH MANAGEMENT | FIREBRAND WEALTH MANAGEMENT, LLC

CRD#: 292154 / SEC#:

California

Registered Investment Advisory firm - (4/13/2020 Approved)

New Jersey

Registered Investment Advisory firm - (9/26/2024 Approved)

New York

Registered Investment Advisory firm - (4/1/2024 Approved)

Texas

Registered Investment Advisory firm - (7/10/2018 Conditional Restricted)

Virginia

Registered Investment Advisory firm - (1/9/2025 Terminated)

Washington

Registered Investment Advisory firm - (4/17/2018 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

8201 164th Ave Ne Suite 238, Redmond, WA 98052

Mailing Address

200 E 16th St #13g, New York, NY 10003

Phone number

(206) 485-4000

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	76
AUM (Assets Under Management)	$ 56,252,696

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.

Contact information

(xxx) xxx-xxxx

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Advisor Monitoring

Firm Stability Insights

Amy B. Barnes

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Barbara Barnes's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALDRICH WEALTH LP

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

BLACKROCK FUND ADVISORS

BLACKROCK INVESTMENTS, LLC

BLACKROCK FUND DISTRIBUTION COMPANY

BLACKROCK EXECUTION SERVICES

MONTGOMERY & CO., LLC

OPPENHEIMER & CO. INC.

BANC OF AMERICA SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/1/2013

Series 63

Date: 6/20/2000

SIE

Date: 5/25/2016

Series 7

Date: 4/24/2000

Current Firm

FIREBRAND WEALTH MANAGEMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

FIREBRAND WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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