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Amie Davis

ACRISURE RE CORPORATE ADVISORY & SOLUTIONS
New York, NY 10006
Some features on this profile are disabled
CRD#: 7788253
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Professional summary

Amie Davis, who also goes by Amie Rosman-bakehouse, Amie Voss, is a registered financial professional currently at ACRISURE RE CORPORATE ADVISORY & SOLUTIONS, LLC located in New York, New York.

Amie is registered as a RR (Registered Representative) and started their career in finance in 2024. Amie has worked at 2 firms and has passed the Series 63, Series 6TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Amie Rosman-Bakehouse | Amie Voss

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 advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Amie Davis'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

October 31, 2025 - Present

ACRISURE RE CORPORATE ADVISORY & SOLUTIONS, LLC

Office #1: 1 Liberty Plaza, New York, NY 10006
BD
CRD#: 326494
New York, NY
Past

February 14, 2024 - November 4, 2024

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
GREENSBORO, NC

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
RR
Series 63
Date: 10/25/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6TO
Date: 2/14/2024
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
SIE
Date: 8/11/2023
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

AR
ACRISURE RE CORPORATE ADVISORY & SOLUTIONS, LLC
ACRISURE RE CORPORATE ADVISORY & SOLUTIONS LLC | ACRISURE RE CORPORATE ADVISORY & SOLUTIONS, LLC

CRD#: 326494 / SEC#: , 8-71130

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information

Main Address
1 Liberty Plaza, New York, NY 10006
Mailing Address
1 Liberty Plaza, New York, NY 10006
Phone number
(347) 439-8690
Established
Michigan since 11/16/2022
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Direct owners and executive officers

NamePositionCRD#
ACRISURE, LLCOWNER
BRUSK, JOEL THOMASCCO6561226
DEANE, THOMAS RICHARDPRESIDENT6392344
KIRSCHENBLATT, CHAD ETHANFINOP2503352

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

ACRISURE RE CORPORATE ADVISORY & SOLUTIONS, LLC

CRD#: 326494New York, NY 10006

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