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AS

Amanda J. Sullivan

FRONTIER ASSET MANAGEMENT
Atlanta, GA 30309
Some features on this profile are disabled
CRD#: 4473266
AS

Professional summary

Amanda Jean Sullivan, who also goes by Amanda Jean Bovy, is a registered financial advisor currently at FRONTIER ASSET MANAGEMENT, LLC located in Atlanta, Georgia.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Amanda has worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amanda Jean Bovy

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 Amanda Jean Sullivan'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

November 25, 2019 - Present

FRONTIER ASSET MANAGEMENT, LLC

Office #1: 1355 Peachtree Street Suite 1450, Atlanta, GA 30309
RIA
CRD#: 109910
Atlanta, GA
Past

December 11, 2018 - September 3, 2019

OSAIC INSTITUTIONS, INC.

RIA
CRD#: 35371
Atlanta, GA
Past

December 10, 2018 - September 3, 2019

OSAIC INSTITUTIONS, INC.

BD
CRD#: 35371
Atlanta, GA
Past

February 16, 2017 - December 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
ATLANTA, GA
Past

December 23, 2016 - December 5, 2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
ATLANTA, GA
Past

September 6, 2006 - November 10, 2008

WELLS INVESTMENT SECURITIES,INC.

BD
CRD#: 15252
NORCROSS, GA
Past

September 20, 2004 - September 5, 2006

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

BD
CRD#: 40178
FRANKLIN, TN
Past

June 2, 2004 - September 17, 2004

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
SAVANNAH, GA
Past

November 13, 2002 - September 17, 2004

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

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".
FA
FRONTIER ASSET MANAGEMENT, LLC
ELEVATE WEALTH MANAGEMENT, A DIVISION OF FRONTIER ASSET MANAGMENT | INVESTMENT VISIONS, LLC | INVESTMENT VISIONS | FRONTIER ASSET MANAGEMENT, LLC

CRD#: 109910 / SEC#: 801-60047

RIA
Registered Investment Advisory firm - (3/9/2001 Approved)

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
Georgia
(11/25/2019)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2017
Uniform Combined State Law Examination
State Security Law Exam
IAR
Series 65
Date: 5/26/2004
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 11/15/2002
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/23/2016
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 11/12/2002
Investment Company Products/Variable Contracts Representative Examination

Current Firm

FA
FRONTIER ASSET MANAGEMENT, LLC
ELEVATE WEALTH MANAGEMENT, A DIVISION OF FRONTIER ASSET MANAGMENT | INVESTMENT VISIONS, LLC | INVESTMENT VISIONS | FRONTIER ASSET MANAGEMENT, LLC

CRD#: 109910 / SEC#: 801-60047

RIA
Registered Investment Advisory firm - (3/9/2001 Approved)
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Contact information

Main Address
50 East Loucks Street Suite 201, Sheridan, WY 82801
Mailing Address
Phone number
(307) 673-5675
Established
Firm type
Fiscal year end
# of Employees
42

SEC notice filing (51 States and Territories)

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

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FRONTIER ASSET MANAGEMENT ADV BROCHURE (10/30/2025)

Regulatory assets under management

Total Number of Accounts3,525
AUM (Assets Under Management)$ 5,345,412,024

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

FRONTIER ASSET MANAGEMENT, LLC

CRD#: 109910Atlanta, GA 30309

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