Amy C Foley
Professional Summary
Amy C Foley, who also goes by Amy C Cross, Amy Cross, Amy C Rise, Amy Rise, Amy C Rosenzweig, Amy Christine Cross Rosenzweig, Amy Cross Rosenzweig, is a registered financial advisor currently at STILLPOINT CAPITAL, LLC located in Tampa, Florida. Amy is registered as a RR (Registered Representative) and started their career in finance in 2001. Amy has worked at 4 firms and has passed the Series 66, Series 99TO, Series 82TO, Series 79TO,...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amy C Cross, Amy Cross, Amy C Rise, Amy Rise, Amy C Rosenzweig, Amy Christine Cross Rosenzweig, Amy Cross Rosenzweig
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Videos & Posts
This advisor has not added any videos or posts yet.
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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 on record.
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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Years of Experience
24 years in the financial services industry
Current & Past Employments
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Current Firm
FIRST LEGACY GLOBAL MARKETS, LLC | STOCK SALE COMPLIANCE LLC | STILLPOINT CAPITAL, LLC | STILLPOINT CAPITAL PARTNERS | STILLPOINT CAPITAL MARKETS | STILLPOINT CAPITAL AFFILIATES
Contact Information
Main Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609Mailing Address
4830 West Kennedy Blvd Suite 600, Tampa, FL 33609Phone Number
(813) 891-9100Established
Florida since 04/19/2004Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (52 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
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
(3/17/2015)
(11/29/2012)
(5/3/2013)
(3/4/2010)
(6/6/2013)
(7/29/2019)
(11/19/2013)
(10/3/2013)
(8/23/2013)
(3/4/2010)
(12/14/2011)
(5/17/2013)
(6/26/2013)
(7/18/2012)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 82TO — Limited Representative-Private Securities Offerings
Passed Jan 2023About the Series 82TO examSeries 79TO — Investment Banking Registered Representative Examination
Passed Jan 2023About the Series 79TO examSeries 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Dec 2001About the Series 6 examSRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Amy C Foley's CRS (Customer Relationship Summary).
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