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AS

Amy M. Sheesley

Some features on this profile are disabled
CRD#: 4937209
AS

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.

Amy Mckinley Sheesley, who also goes by Amy Louise Mckinley, Amy Louise Sheesley, Amy Mckinley Sheesley Ms., Amy Mckinley Sheesley, was a registered financial professional .

Amy is a previously registered financial professional and started their career in finance in 2005. Amy had worked at 11 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amy Louise Mckinley | Amy Louise Sheesley | Amy Mckinley Sheesley Ms. | Amy Mckinley Sheesley

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.
SHEESLEY ENTERPRISES, INC - DBA - FINANCIAL PLANNING & INSURANCE SERVICES - 6901 GREENVALE ST NW WASHINGTON, DC 20015 - INVESTMENT RELATED; SALTIEL WEALTH MANAGEMENT - DBA - FINANCIAL SERVICES - 6901 GREENVALEK ST NW WASHINGTON, DC 20015; SCF INVESTMENT ADVISORS - INVESTMENT ADVISOR REP - SAME ADDRESS; AIR B&B - HELP SPOUSE WITH BED & BREAKFAST - SAME ADDRESS; ADULT FINANCIAL EDUCATION FOUNDATION - NON PROFIT - TEACH RETIRMENT PLANNING COURSES; FIRST CHURCH OF CHRIST SCIENTIST - NON PROFIT - OFFICER - BOARD OF TRUSTEES - SAME ADDRESS - NOT INVEST RELATED - 4 HR/MO - 4 HRS DURING TRADING HRS;

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

June 25, 2018 - December 13, 2022

SCF INVESTMENT ADVISORS, INC.

RIA
CRD#: 123608
LEWES, DE
Past

June 25, 2018 - December 13, 2022

SCF SECURITIES, INC.

BD
CRD#: 47275
Rehoboth Beach, DE
Past

February 9, 2018 - June 28, 2018

INFINITY FINANCIAL SERVICES

RIA
CRD#: 144302
Washington, DC
Past

December 13, 2017 - June 28, 2018

INFINITY FINANCIAL SERVICES

BD
CRD#: 144302
Washington, DC
Past

October 3, 2016 - December 4, 2017

CETERA ADVISORS LLC

RIA
CRD#: 10299
WASHINGTON, DC
Past

October 3, 2016 - December 4, 2017

CETERA ADVISORS LLC

BD
CRD#: 10299
WASHINGTON, DC
Past

September 3, 2013 - October 3, 2016

INVESTORS CAPITAL CORP.

RIA
CRD#: 30613
WASHINGTON, DC
Past

September 3, 2013 - October 3, 2016

INVESTORS CAPITAL CORP.

BD
CRD#: 30613
WASHINGTON, DC
Past

June 19, 2013 - September 4, 2013

EAGLE STRATEGIES LLC

RIA
CRD#: 110826
WASHINGTON, DC
Past

May 7, 2013 - September 4, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
WASHINGTON, DC
Past

August 9, 2007 - May 20, 2013

ON INVESTMENT MANAGEMENT CO

RIA
CRD#: 105662
WASHINGTON, DC
Past

August 9, 2007 - May 20, 2013

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
WASHINGTON, DC
Past

January 26, 2006 - August 14, 2007

GROVE POINT INVESTMENTS, LLC

RIA
CRD#: 1763
WASHINGTON, DC
Past

October 26, 2005 - August 14, 2007

GROVE POINT INVESTMENTS, LLC

BD
CRD#: 1763
WASHINGTON, DC
Past

June 7, 2005 - October 26, 2005

OSAIC FS, INC.

BD
CRD#: 3870
FORT WAYNE, IN

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

State Security Law Exam
RR
IAR
Series 66
Date: 12/6/2005
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/6/2005
General Securities Representative Examination

Current Firm

SI
SCF INVESTMENT ADVISORS, INC.
APEX RETIREMENT CONSULTING | WESTBERRY WEALTH MANAGEMENT, LLC | UPTREX LLC DBA UPTREX WEALTH ADVISORS | UNION STREET ADVISORS, LLC | TRUECOURSE INVESTMENT MANAGEMENT | TEXAS FINANCIAL RESOURCES, LP DBA TFR WEALTH MANAGEMENT | TAX & INVESTMENT ADVISORS, INC. | STRATEGIC WEALTH ADVISORS GROUP SERVICES, INC. DBA, STRATEGIC WEALTH ADVISORS GROUP | SLADE FINANCIAL ADVISORY PLLC | SIERRA WEALTH MANAGEMENT | SCF INVESTMENT ADVISORS, INC. DBA SCF | SCF INVESTMENT ADVISORS, INC. | SAVVY WEALTH MANAGEMENT | RPM FINANCIAL GROUP, LLC | REDFISH CAPITAL MANAGEMENT | OLD BRIDGE WEALTH, INC. | NEVILLE FINANCIAL GROUP, INC. | MT. JULIET ADVISORS, LLC | MONEYWISE WEALTH MANAGEMENT | MISSION FINANCIAL ADVISORS | MILLER WEALTH PARTNERS, LLC | KELLY FINANCIAL GROUP | INTEGRITY WEALTH MANAGEMENT INC. | INTEGRATED LIFE & FINANCIAL PLANNING, LLC | HAMMER WEALTH GROUP | GUTH FINANCIAL | GATEWAY FINANCIAL GROUP | FORTHRIGHT CAPITAL MANAGEMENT | FINANCIAL PLANNING ADVISORS, INC. | DALTON WEALTH GROUP | DAILEY WEALTH MANAGEMENT | CREATIVE FINANCIAL STRATEGIES, LLC | COHESION WEALTH ADVISORS, LLC | BUFFALO FINANCIAL STRATEGIES | BENEFITS ONE | ASH CREEK FINANCIAL ADVISORS

CRD#: 123608 / SEC#: 801-71206

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Contact information

Main Address
10150 Meanley Drive First Floor, San Diego, CA 92131
Mailing Address
Phone number
(559) 456-6108
Established
Firm type
Fiscal year end
# of Employees
263

Documents

Latest Form ADV

Part 2 Brochures

SCF FORM ADV 2A BROCHURE MARCH 2025 (3/28/2025)

Regulatory assets under management

Total Number of Accounts6,190
AUM (Assets Under Management)$ 1,349,597,453

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
12/17/2024
Cover Page
Report
06/28/2024
Cover Page
Report

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

SCF INVESTMENT ADVISORS, INC.

CRD#: 123608

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