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AY

Amy W. Yost

GLOBAL ASSETS ADVISORY
KAMAS, UT 84036
Some features on this profile are disabled
CRD#: 4634842
AY

Professional summary

Amy W Yost, who also goes by Amy Yost, is a registered financial advisor currently at GLOBAL ASSETS ADVISORY, LLC located in Kamas, Utah and INTERNATIONAL ASSETS ADVISORY, LLC located in Kamas, Utah.

Amy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Amy has worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Yost

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 W Yost'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

July 1, 2019 - Present

GLOBAL ASSETS ADVISORY, LLC

Office #1: 228 State Road 248 Suite 2a, Kamas, UT 84036
RIA
CRD#: 300460
KAMAS, UT
Current

July 26, 2019 - Present

INTERNATIONAL ASSETS ADVISORY, LLC

Office #1: 228 State Road 248 Suite 2a, Kamas, UT 84036
RIA
BD
CRD#: 10645
KAMAS, UT
Past

February 23, 2018 - June 26, 2019

GLOBAL VIEW CAPITAL MANAGEMENT LLC

RIA
CRD#: 158292
Kamas, UT
Past

April 11, 2016 - January 9, 2018

ONEAMERICA SECURITIES, INC.

RIA
CRD#: 4173
Cottonwood Heights, UT
Past

April 8, 2016 - January 9, 2018

ONEAMERICA SECURITIES, INC.

BD
CRD#: 4173
Cottonwood Heights, UT
Past

January 6, 2012 - May 2, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

RIA
CRD#: 16164
SO. JORDAN, UT
Past

January 6, 2012 - May 2, 2016

TRANSAMERICA FINANCIAL ADVISORS, LLC

BD
CRD#: 16164
SO. JORDAN, UT
Past

September 1, 2011 - January 6, 2012

INVESTMENT ADVISORS INTERNATIONAL, INC.

RIA
CRD#: 139233
SO. JORDAN, UT
Past

June 24, 2003 - January 6, 2012

WORLD GROUP SECURITIES, INC.

BD
CRD#: 114473
SO. JORDAN, UT

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".
GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

IAR
Utah
(7/1/2019)
RR
Utah
(7/26/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/21/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 7/14/2003
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 1/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 6/22/2003
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GA
GLOBAL ASSETS ADVISORY, LLC
BLACOR USA, LLC | WINN PARTNERS FINANCIAL GROUP | UNITY WEALTH MANAGEMENT, LLC | THE FOUNDATION INVESTMENT GROUP | SULLIVAN WEALTH STRATEGIES | RAND GROUP FINANCIAL | MILLER WEALTH MANAGEMENT | MACO WEALTH MANAGEMENT | MACEDON FINANCIAL MANAGEMENT, LLC | LASZLO RIGSBY FINANCIAL SERVICES | JENSEN FINANCIAL, LLC | GLOBAL ASSETS ADVISORY, LLC | G2 RAMPART CONSULTING, LLC | FINANCIAL ADVANTAGE WEALTH MANAGEMENT | CAPITAL FINANCIAL GROUP

CRD#: 300460 / SEC#: 801-114946

RIA
Registered Investment Advisory firm - (4/5/2019 Approved)
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Contact information

Main Address
111 N. Orange Avenue Suite 1000, Orlando, FL 32801
Mailing Address
Phone number
(407) 254-1500
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (53 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

GAA ADV PART 2A 12.08.2025 (12/8/2025)

Regulatory assets under management

Total Number of Accounts2,213
AUM (Assets Under Management)$ 338,145,734

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

GLOBAL ASSETS ADVISORY, LLC

CRD#: 300460Kamas, UT 84036

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