Unclaimed Profile

Amy C Ferris

COBURN & MEREDITH, INC.·SIMSBURY, Connecticut

COBURN & MEREDITH, INC.

1 OLD MILL LANE, SIMSBURY, CT 06070CRD# 5828896Firm CRD# 164

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy C Ferris · SIMSBURY, CT

Registration

CRD #5828896 · COBURN & MEREDITH, INC.

Brand Profile

Not yet started

Disclosure history

6 disclosures on file · See FINRA BrokerCheck for full record

About

Amy C Ferris is a registered financial advisor based in SIMSBURY, Connecticut, affiliated with COBURN & MEREDITH, INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Amy C

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Amy C is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

COBURN & MEREDITH, INC.

AUM

$405M

Regulatory assets under management

Employees

Total firm employees

View all advisors at COBURN & MEREDITH, INC. →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Commissions

Other: REFERRAL FEES

Regulatory

SEC/IARD CRD# 5828896

Firm CRD# 164

View on FINRA BrokerCheck →

Looking for a financial advisor in SIMSBURY?

Browse all registered financial advisors in SIMSBURY, Connecticut or claim this profile if it's yours.

Browse SIMSBURY Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Amy C Ferris offer?

Amy C Ferris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SIMSBURY, Connecticut for a consultation.

What are Amy C Ferris's credentials?

Amy C Ferris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy C Ferris located?

Amy C Ferris is based in SIMSBURY, Connecticut, working with COBURN & MEREDITH, INC.. Their office serves clients in the SIMSBURY metropolitan area and surrounding communities.

How does Amy C Ferris charge for services?

Amy C Ferris's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions, other: referral fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is COBURN & MEREDITH, INC.?

COBURN & MEREDITH, INC. has approximately 24 employees and manages $405M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →