AW
Amy Witherbee
REVOLUTION CAPITAL,
Salem, MA
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CRD#: 6227773
AW
Professional summary
Amy Witherbee is a registered financial advisor currently at REVOLUTION CAPITAL, INC located in Salem, Massachusetts.
Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Amy has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Sanderling Expat Advisors, SAS, 1 carrefour Joust, Rennes, France 35000. This is a financial advisor business for Americans that live in France that I own 50%. The firm was founded in February of 2022 and commenced operation in January of 2023. Approximately 80 per month are devoted to this business which occurs outside of securities trading hours. The firm provides financial planning and financial advice to American citizens or green card holders living in France.
CRS (Client Relationship Summary) - RIA
Click below to view Amy Witherbee'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®
NoneExperience
Current
August 13, 2013 - Present
REVOLUTION CAPITAL, INC
RIA
CRD#: 132041
Salem, MA
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
Massachusetts(8/13/2013)
Current Firm
RC
REVOLUTION CAPITAL, INC
BRINDLE FINANCIAL GROUP, INC. | REVOLUTION CAPITAL, INC | D/B/A REVOLUTION CAPITAL
CRD#: 132041 / SEC#:
Massachusetts
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Contact information
Main Address
Salem, MA
Mailing Address
6 Liberty Square Unit 2596, Boston, MA 02109
Phone number
(617) 275-4292
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 148 |
| AUM (Assets Under Management) | $ 44,033,142 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
