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BA

Bethany B. Amico

STATE STREET GLOBAL MARKETS
Boston, MA 02114-2016
Some features on this profile are disabled
CRD#: 4660238
BA

Professional summary

Bethany Botto Amico, who also goes by Bethany Lyn Botto, Bethany Botto, is a registered financial professional currently at STATE STREET GLOBAL MARKETS, LLC located in Boston, Massachusetts and CHARLES RIVER BROKERAGE, LLC located in Burlington, Massachusetts.

Bethany is registered as a RR (Registered Representative) and started their career in finance in 2006. Bethany has worked at 3 firms and has passed the SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Bethany Lyn Botto | Bethany Botto

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) - BD

Click below to view Bethany Botto Amico'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®
None

Experience

Current

May 1, 2017 - Present

STATE STREET GLOBAL MARKETS, LLC

Office #1: One Congress Street, Suite 1, Boston, MA 02114-2016
BD
CRD#: 285852
Boston, MA
Current

November 12, 2021 - Present

CHARLES RIVER BROKERAGE, LLC

Office #1: 700 District Ave 4th Floor, Burlington, MA 01803
BD
CRD#: 132267
Burlington, MA
Past

January 7, 2006 - May 1, 2017

STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC

BD
CRD#: 30107
BOSTON, MA

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.

Exams

General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/1/2005
General Securities Representative Examination
SRO Registrations
RR
FINRA
SRO Registrations
RR
NYSE American LLC
SRO Registrations
RR
Nasdaq BX, Inc.
SRO Registrations
RR
Nasdaq Stock Market
SRO Registrations
RR
New York Stock Exchange

Current Firm

CR
CHARLES RIVER BROKERAGE, LLC
CHARLES RIVER BROKERAGE, LLC

CRD#: 132267 / SEC#: , 8-66578

BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information

Main Address
700 District Ave 4th Floor, Burlington, MA 01803
Mailing Address
700 District Ave 4th Floor, Burlington, MA 01803
Phone number
(617) 664-3619
Established
Massachusetts since 03/25/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (18 States and Territories)

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

Documents

Direct owners and executive officers

NamePositionCRD#
CHARLES RIVER SYSTEMS, INC.PARENT
LONG, GREGORY MICHAELMANAGER6579935
TENORIO, EDITHA VFINOP/MANAGER6755490
TRABUCCO, MARK RUSSELLCHIEF COMPLIANCE OFFICER / MANAGER4856280

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

CHARLES RIVER BROKERAGE, LLC

CRD#: 132267Boston, MA 02114-2016

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