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Amy Myles Stangel MS.

Amy M. Stangel

HANSEATIC MANAGEMENT SERVICES
Albuquerque, NM 87109
Some features on this profile are disabled
CRD#: 6014274
Amy Myles Stangel MS.

Professional summary

Amy Myles Stangel MS., CFP®, who also goes by Amy Lynn Myles, is a registered financial advisor currently at HANSEATIC MANAGEMENT SERVICES INC located in Albuquerque, New Mexico.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Amy has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Amy Lynn Myles

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.
ABQSportfishing Non investment-related/Outdoor recreation business 2720 Tramway Circle NE, Albuquerque, NM Sole proprietor 11/2002 Less than 5 hours per month and 0 during trading hours Administrative duties

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Myles Stangel MS.'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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

January 31, 2017 - Present

HANSEATIC MANAGEMENT SERVICES INC

Office #1: 5600 Wyoming Ne Suite 220, Albuquerque, NM 87109
RIA
CRD#: 107110
Albuquerque, NM

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".
HM
HANSEATIC MANAGEMENT SERVICES INC
HANSEATIC MANAGEMENT SERVICES INC

CRD#: 107110 / SEC#: 801-49508

RIA
Registered Investment Advisory firm - (6/27/1995 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
Arizona
(1/2/2025)
IAR
California
(12/3/2024)
IAR
New Mexico
(1/31/2017)
IAR
Texas
(12/13/2023)
IAR
Wisconsin
(12/13/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/30/2017
Uniform Investment Adviser Law Examination

Current Firm

HM
HANSEATIC MANAGEMENT SERVICES INC
HANSEATIC MANAGEMENT SERVICES INC

CRD#: 107110 / SEC#: 801-49508

RIA
Registered Investment Advisory firm - (6/27/1995 Approved)
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Contact information

Main Address
5600 Wyoming Ne Suite 220, Albuquerque, NM 87109
Mailing Address
Phone number
(505) 828-2824
Established
Firm type
Fiscal year end
# of Employees
4

SEC notice filing (5 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

HANSEATIC FORM ADV PART 2A AND 2B (3/31/2025)

Regulatory assets under management

Total Number of Accounts199
AUM (Assets Under Management)$ 134,000,000

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

HANSEATIC MANAGEMENT SERVICES INC

CRD#: 107110Albuquerque, NM 87109

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