Amy M. Buhr
Professional summary
Amy M. Buhr is a registered financial professional currently at &PARTNERS located in Saint Louis, Missouri.
Amy is registered as a RR (Registered Representative) and started their career in finance in 2010. Amy has worked at 2 firms and has passed the Series 99TO, SIE and Series 7 exams.
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Amy M. Buhr's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 24, 2026 - Present
&PARTNERS
Office #1: 1141 S 7th Street , Saint Louis, MO 63104November 4, 2010 - June 10, 2026
EDWARD JONES
Primary Firm SEC Registration
&PARTNERS
CRD#: 3767 / SEC#: 801-37145, 8-3774
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 99TO
Date: 5/7/2025
Operations Professional ExaminationFINRA
Current Firm
&PARTNERS
CRD#: 3767 / SEC#: 801-37145, 8-3774
Contact information
SEC notice filing (51 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| AMPERSAND PARTNERS, LLC | OWNER | |
| ALEXANDER, JOHN W | CO-PRESIDENT | 2327561 |
| COOPER, CHYRLAN ELIZABETH | COO | 4160240 |
| IDOL, KALEY PORTER | CHIEF COMPLIANCE OFFICER | 6950052 |
| KOWACH, DAVID JOHN | CEO | 2154665 |
| NELSON, RICHARD SCOTT | CFO | 5014790 |
| SCHALLER, MICHAEL CHRISTOPHER | CONTROLLER/FINOP | 5899085 |
| STEVENS, ALYSON MENCIO | CHIEF COMPLIANCE OFFICER - ADVISORY BUSINESS | 5451096 |
| WILEY III, DAVID WARREN III | CO-PRESIDENT | 720094 |
Regulatory assets under management
| Total Number of Accounts | 32,200 |
| AUM (Assets Under Management) | $ 14,146,591,395 |
Disclosures
| Regulatory Event | 6 |
| Arbitration | 4 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/19/2025 | ||
| 04/29/2025 | ||
| 12/29/2023 |
Red Flags
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