Amy Lea Burg

Employer firm

Equitable Advisors, LLC CRD 6627

$42.5B regulatory AUM 171,648 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

• 09/1999 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/1999 → Present
  Equitable Advisors, Llc
  New York, NY

Other Businesses

As of 07/20/2015 Falcon Properties, LLC 3820 Cleveland Ave NE, Suite 650 Arden Hills, MN 55112.50% Owner, Chief Manager,This LLC is owner of my office space. My role is to oversee monthly operations.3hrs / Month 0 comp. Falcon Financial Group LLC, 50% owner/managing partner, 1/2013, 1 hour per month, 0 compensation.

Exams

• S65 Uniform Investment Adviser Law Examination
  2000-03-28
• S63 Uniform Securities Agent State Law Examination
  1997-06-12

Other Names

• Amy Lea Dobson