Amy Lynn Evans
Professional Summary
Amy Lynn Evans, who also goes by Amy Lynn Winthrop, is a registered financial advisor currently at YOUNG RICHARD C & CO LTD located in Naples, Florida. Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Amy has worked at 1 firm and has passed the Series 65 and Series 63 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Amy Lynn Winthrop
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
YOUNG RICHARD C & CO LTD
Contact Information
Main Address
98 William Street, Newport, RI 02840Mailing Address
5150 Tamiami Trail North Suite 400, Naples, FL 34103Phone Number
(401) 849-2137# of Employees
14SEC notice filing (50 States and Territories)
Registered to provide investment advisory services in 50 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,042AUM (Assets Under Management)
$1,801,392,887Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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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Primary Firm SEC Registration
YOUNG RICHARD C & CO LTD
State Registrations and Notice Filings
(2/4/2014)
(10/27/2003)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Amy Lynn Evans's CRS (Customer Relationship Summary).
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