Amy L. Taylor

OPTIMUS WEALTH MANAGEMENT GROUP

Clifton Park, NY 12065

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CRD#: 7420168

Professional summary

Amy Lyn Taylor, who also goes by Amy Lyn Sheridan, is a registered financial advisor currently at OPTIMUS WEALTH MANAGEMENT GROUP, INC. located in Clifton Park, New York.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Amy has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amy Lyn Sheridan

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.

The Optimus Group, LLC; investment related; Clifton Park, NY; Insurance; Insurance Agent; Started 11/2019; 64 hours spent in this business and 64 during trading hours; insurance product sales and services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lyn Taylor'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®

None

Experience

Current

August 4, 2021 - Present

OPTIMUS WEALTH MANAGEMENT GROUP, INC.

Office #1: 1745 Route 9, Suite D, Clifton Park, NY 12065

RIA

CRD#: 149256

Clifton Park, NY

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
(12/2/2024)

IAR

Massachusetts
(8/10/2021)

IAR

New York
(8/4/2021)

IAR

Texas
(12/14/2021)

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

State Security Law Exam

IAR

Series 65

Date: 7/26/2021

Uniform Investment Adviser Law Examination

Current Firm

OPTIMUS WEALTH MANAGEMENT GROUP, INC.

CRD#: 149256 / SEC#:

Florida

Registered Investment Advisory firm - (11/14/2024 Approved)

Illinois

Registered Investment Advisory firm - (12/31/2019 Terminated)

Massachusetts

Registered Investment Advisory firm - (3/26/2013 Approved)

New York

Registered Investment Advisory firm - (2/9/2009 Approved)

Ohio

Registered Investment Advisory firm - (12/31/2024 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/28/2016 Terminated)

Texas

Registered Investment Advisory firm - (12/9/2021 Conditional Restricted)

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

1745 Route 9, Suite D, Clifton Park, NY 12065

Mailing Address

Phone number

(518) 688-9006

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	1
AUM (Assets Under Management)	$ 5,934

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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Firm Stability Insights

Amy L. Taylor

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lyn Taylor's CRS (Customer Relationship Summary).

Certified licenses

Experience

OPTIMUS WEALTH MANAGEMENT GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 7/26/2021

Current Firm

OPTIMUS WEALTH MANAGEMENT GROUP, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

OPTIMUS WEALTH MANAGEMENT GROUP, INC.

TRUST BUT VERIFY

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