Amy Lynne Adelman

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → Present
  Raymond James Financial Services
  North Canton, OH
• 08/2014 → Present
  Darrell Wright Financial Services Llc
  North Canton, OH
• 09/2019 → Present
  Raymond James Financial Services Advisors Inc.
  Norh Canton, OH
• 06/2019 → Present
  Wright Lahaie Jarvis Wealth Advisors
  Canton, OH
• 01/2020 → Present
  Amy L. Adelman Retirement Services Llc
  North Canton, OH

Other Businesses

(1)Name of Business: Amy L Adelman Retirement Services LLC Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 01/01/2020 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: This is my LLC that was created for advisory business done with qualified plan business at Raymond James. It is not held out as a business to the public. (2)Name of Business: Darrell Wright Financial Services LLC Address: 7300 Whipple Ave NW Ste 7, North Canton, OH, 44720, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/06/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Client Relationship Manager - Client Service, Trading, Account Opening and Maintenance, Prepare Client Reviews, Bookkeeping, Payroll

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-19
• S63 Uniform Securities Agent State Law Examination
  1999-11-22

Other Names

• Amy Lynne Terrill
• Amy Lynne Bower