Amanda J. Sullivan

CRD#: 4473266

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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.

Amanda Jean Sullivan, who also goes by Amanda Jean Bovy, was a registered financial professional .

Amanda is a previously registered financial professional and started their career in finance in 2002. Amanda had worked at 6 firms and has passed the Series 66, Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

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)

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

November 25, 2019 - June 29, 2026

FRONTIER ASSET MANAGEMENT, LLC

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.

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

CRD#: 7691

ATLANTA, GA

Past

September 6, 2006 - November 10, 2008

WELLS INVESTMENT SECURITIES,INC.

CRD#: 15252

NORCROSS, GA

Past

September 20, 2004 - September 5, 2006

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

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

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".

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.

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 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

Series 63

Date: 11/15/2002

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/23/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/12/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

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

SEC notice filing (51 States and Territories)

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 Accounts	3,525
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.

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Advisor Monitoring

Firm Stability Insights

Amanda J. Sullivan

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

OSAIC INSTITUTIONS, INC.

OSAIC INSTITUTIONS, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

WELLS INVESTMENT SECURITIES,INC.

JACKSON NATIONAL LIFE DISTRIBUTORS LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

Primary Firm SEC Registration

FRONTIER ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/8/2017

Series 65

Date: 5/26/2004

Series 63

Date: 11/15/2002

SIE

Date: 10/1/2018

Series 7

Date: 12/23/2016

Series 6

Date: 11/12/2002

Current Firm

FRONTIER ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FRONTIER ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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