Unclaimed Profile

Amy Lynn Tognozzi

SMITH MOORE & CO.·CLAYTON, Missouri

SMITH MOORE & CO.

7777 BONHOMME AVENUE, CLAYTON, MO 63105CRD# 6486826Firm CRD# 3441

Profile Verification

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

Identity

Amy Lynn Tognozzi · CLAYTON, MO

Registration

CRD #6486826 · SMITH MOORE & CO.

Brand Profile

Not yet started

Disclosure history

1 disclosure on file · See FINRA BrokerCheck for full record

About

Amy Lynn Tognozzi is a registered financial advisor based in CLAYTON, Missouri, affiliated with SMITH MOORE & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

SMITH MOORE & CO.

AUM

$1.7B

Regulatory assets under management

Employees

Total firm employees

View all advisors at SMITH MOORE & CO. →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6486826

Firm CRD# 3441

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Lynn Tognozzi offer?

Amy Lynn Tognozzi specializes in Financial Planning, Investment Management. Contact their office in CLAYTON, Missouri for a consultation.

What are Amy Lynn Tognozzi's credentials?

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

Where is Amy Lynn Tognozzi located?

Amy Lynn Tognozzi is based in CLAYTON, Missouri, working with SMITH MOORE & CO.. Their office serves clients in the CLAYTON metropolitan area and surrounding communities.

How does Amy Lynn Tognozzi charge for services?

Amy Lynn Tognozzi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SMITH MOORE & CO.?

SMITH MOORE & CO. has approximately 65 employees and manages $1.7B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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