Unclaimed Profile

Amy Elizabeth Irvine

IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, New York

Series 4, Series 7, Series 24, Series 51, Series 66Clean record19 years registeredIRVINE WEALTH PLANNING STRATEGIES, LLC

10 EAST MARKET STREET, CORNING, NY 14830CRD# 4868740Firm CRD# 284120

Profile Verification

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

Identity

Amy Elizabeth Irvine · CORNING, NY

Registration

CRD #4868740 · IRVINE WEALTH PLANNING STRATEGIES, LLC · 19 years registered

Brand Profile

Not yet started

Career History

ROOTED PLANNING GROUP

Sep 2016 – present

PINNACLE FINANCIAL WEALTH MANAGEMENT, LLC

May 2015 – Nov 2016

MERRITT ISLAND, FL

BURNS MATTESON CAPITAL MANAGEMENT

Jul 2011 – Nov 2015

CORNING, NY

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Jan 2009 – Apr 2011

CORNING, NY

RAYMOND JAMES FINANCIAL SERVICES

Mar 2007 – Jan 2009

CORNING, NY

Registrations & Exams

FINRA examinations passed

Series 4

Series 7

Series 24

Series 51

Series 66

Registration record

First registered · March 21, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IRVINE WEALTH PLANNING STRATEGIES, LLC

CRD 284120 · SEC 801-112546

AUM

$96M

Regulatory assets under management

Employees

619 client accounts

Services offered by IRVINE WEALTH PLANNING STRATEGIES, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Elizabeth Irvine offer?

Amy Elizabeth Irvine specializes in Financial Planning, Investment Management. Contact their office in CORNING, New York for a consultation.

What are Amy Elizabeth Irvine's credentials?

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

Where is Amy Elizabeth Irvine located?

Amy Elizabeth Irvine is based in CORNING, New York, working with IRVINE WEALTH PLANNING STRATEGIES, LLC. Their office serves clients in the CORNING metropolitan area and surrounding communities.

How does Amy Elizabeth Irvine charge for services?

Amy Elizabeth Irvine'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 IRVINE WEALTH PLANNING STRATEGIES, LLC?

IRVINE WEALTH PLANNING STRATEGIES, LLC has approximately 5 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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