Amy E. Amorosso

MICHAEL L. BALL, CPA

DAWSONVILLE, GA 30534

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CRD#: 5405239

Professional summary

Amy Elizabeth Amorosso, CFP®, who also goes by Amy Elizabeth Ball, is a registered financial advisor currently at MICHAEL L. BALL, CPA, LLC located in Dawsonville, Georgia.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Amy has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Elizabeth Ball

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.

I AM A MINORITY PARTNER AT MICHAEL L. BALL, CPA, LLC, AN ACCOUNTING FIRM AND HAVE BEEN AN EMPLOYEE SINCE 2002. THE BUSINESS IS LOCATED AT THE SAME ADDRESS AS THE INVESTMENT ADVISORY FIRM. THE ACCOUNTING FIRM PROVIDES ACCOUNTING SERVICES. I SPEND 80% OF MY TIME ON ACCOUNTING SERVICES. I SPEND 20% OF MY TIME ON INVESTMENT SERVICES.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Elizabeth Amorosso'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®

CFP^®

Certified Financial Planner

Start date: 2007

Experience

Current

July 9, 2014 - Present

MICHAEL L. BALL, CPA, LLC

Office #1: 300 Old Dawson Village Rd Suite 120, Dawsonville, GA 30534

RIA

CRD#: 126647

DAWSONVILLE, GA

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

Florida
(8/31/2018)

IAR

Georgia
(7/9/2014)

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

Current Firm

MICHAEL L. BALL, CPA, LLC

BALL WEALTH MANAGEMENT | MICHAEL L. BALL, CPA, LLC

CRD#: 126647 / SEC#:

Florida

Registered Investment Advisory firm - (8/31/2018 Approved)

Georgia

Registered Investment Advisory firm - (12/16/1999 Approved)

Louisiana

Registered Investment Advisory firm - (3/9/2016 Approved)

Texas

Registered Investment Advisory firm - (11/16/2023 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

400 Northridge Road Suite 350, Atlanta, GA 30350

Mailing Address

Phone number

(404) 479-7890

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	180
AUM (Assets Under Management)	$ 80,296,432

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.

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Amy E. Amorosso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Elizabeth Amorosso's CRS (Customer Relationship Summary).

Certified licenses

Experience

MICHAEL L. BALL, CPA, LLC

State Registrations and Notice Filings

Exams

Current Firm

MICHAEL L. BALL, CPA, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

MICHAEL L. BALL, CPA, LLC

TRUST BUT VERIFY

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