Unclaimed Profile

Rhett Phillip Plotner

AMS ADVISORS LLC·ORLANDO, Florida

SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66, Series 79Clean record15 years registeredAMS ADVISORS LLC

5401 SOUTH KIRKMAN RD, ORLANDO, FL 32869CRD# 5241582Firm CRD# 142852

Profile Verification

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

Identity

Rhett Phillip Plotner · ORLANDO, FL

Registration

CRD #5241582 · AMS ADVISORS LLC · 15 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: AMS ADVISORS LLC

CTX ASSET MANAGEMENT LLC

Oct 2021 – Dec 2025

Dallas, TX

AMS ADVISORS LLC

Apr 2011 – Dec 2012

ORLANDO, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 63

Series 65

Series 66

Series 79

Registration record

First registered · April 13, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONCORDIUS CAPITAL ADVISORS, LLC

CRD 142852 · SEC 801-67538

AUM

$32M

Regulatory assets under management

Employees

70 client accounts

Services offered by CONCORDIUS CAPITAL ADVISORS, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CONCORDIUS CAPITAL ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Rhett Phillip Plotner offer?

Rhett Phillip Plotner specializes in Investment Management, Wealth Management.

What are Rhett Phillip Plotner's credentials?

Rhett Phillip Plotner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rhett Phillip Plotner located?

Rhett Phillip Plotner is based in ORLANDO, Florida, last registered with AMS ADVISORS LLC.

How does Rhett Phillip Plotner charge for services?

Rhett Phillip Plotner's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AMS ADVISORS LLC?

AMS ADVISORS LLC has approximately 7 employees and manages $32M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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