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AS

Amy R. Stone

ACUMEN WEALTH ADVISORS
Chattanooga, TN 37405
Some features on this profile are disabled
CRD#: 5398637
AS

Professional summary

Amy Renee Stone, who also goes by Amy Renee Edgeman, Amy Renee Goins, is a registered financial advisor currently at ACUMEN WEALTH ADVISORS, LLC located in Chattanooga, Tennessee.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Amy has worked at 3 firms and has passed the Series 66, SIE, Series 7, Series 9 and Series 10 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Renee Edgeman | Amy Renee Goins

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.
Business name: The ASA Group Investment Related: yes Address: 11807 Hinson Rd Little Rock, AR 72212 Nature of business: Insurance Position, Title or Relationship: Agent Start Date: 5/15/19 Hours per month: 0%-10% (0-16 hours) Hours per month during trading hours: 0%-10% (0-14 hours) Duties: Sale Insurance/Service

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Renee Stone'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

February 8, 2016 - Present

ACUMEN WEALTH ADVISORS, LLC

Office #1: 250 Forest Avenue, Chattanooga, TN 37405
RIA
CRD#: 282565
Chattanooga, TN
Past

January 6, 2012 - February 8, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
CHATTANOOGA, TN
Past

January 5, 2012 - February 8, 2016

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
CHATTANOOGA, TN
Past

October 28, 2008 - December 1, 2011

MORGAN KEEGAN & COMPANY, LLC

RIA
CRD#: 4161
CHATTANOOGA, TN
Past

September 23, 2008 - December 1, 2011

MORGAN KEEGAN & COMPANY, LLC

BD
CRD#: 4161
CHATTANOOGA, TN

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".
AW
ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA
Registered Investment Advisory firm - (2/5/2016 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.

Highlighted states indicate IAR registrations

IAR
Tennessee
(2/8/2016)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/27/2008
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 2/8/2016
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/22/2008
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/29/2010
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 2/22/2010
General Securities Sales Supervisor - General Module Examination

Current Firm

AW
ACUMEN WEALTH ADVISORS, LLC
ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA
Registered Investment Advisory firm - (2/5/2016 Approved)
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Contact information

Main Address
250 Forest Avenue, Chattanooga, TN 37405
Mailing Address
Phone number
(423) 825-4796
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (8 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

FORM ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts271
AUM (Assets Under Management)$ 593,715,110

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

ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565Chattanooga, TN 37405

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