Unclaimed Profile

Amy Jo Braun-Bostich

BRAUN-BOSTICH & ASSOCIATES INC.·CANONSBURG, Pennsylvania

SIE, Series 7, Series 63CFP23 years registeredBRAUN-BOSTICH & ASSOCIATES INC.

1600 ASHWOOD DRIVE, CANONSBURG, PA 15317CRD# 1710451Firm CRD# 288336

Profile Verification

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

Identity

Amy Jo Braun-Bostich · CANONSBURG, PA

Registration

CRD #1710451 · BRAUN-BOSTICH & ASSOCIATES INC. · 23 years registered

Brand Profile

Not yet started

Career History

BRAUN-BOSTICH & ASSOCIATES INC.

Jun 2017 – present

AMERIPRISE FINANCIAL SERVICES, INC.

Jul 2003 – Jun 2017

MCMURRAY, PA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · July 29, 2003

Years registered · 23

Professional designation · CFP

Disclosure History

2006Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

BRAUN-BOSTICH & ASSOCIATES INC.

CRD 288336 · SEC 801-110570

AUM

$204M

Regulatory assets under management

Employees

947 client accounts

Services offered by BRAUN-BOSTICH & ASSOCIATES INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BRAUN-BOSTICH & ASSOCIATES INC. →

Introduction

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Frequently Asked Questions

What services does Amy Jo Braun-Bostich offer?

Amy Jo Braun-Bostich specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CANONSBURG, Pennsylvania for a consultation.

What are Amy Jo Braun-Bostich's credentials?

Amy Jo Braun-Bostich holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Amy Jo Braun-Bostich located?

Amy Jo Braun-Bostich is based in CANONSBURG, Pennsylvania, working with BRAUN-BOSTICH & ASSOCIATES INC.. Their office serves clients in the CANONSBURG metropolitan area and surrounding communities.

How does Amy Jo Braun-Bostich charge for services?

Amy Jo Braun-Bostich'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 BRAUN-BOSTICH & ASSOCIATES INC.?

BRAUN-BOSTICH & ASSOCIATES INC. has approximately 7 employees and manages $204M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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