Amy C Grieves

Employer firm

Osaic Institutions, Inc. CRD 35371

$6.49B regulatory AUM 7 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars
• SOLICITATION SERVICES FOR OTHER ADVISERS

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

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

Current Employers

Employment History

• 04/2014 → 12/2016
  Morgan Stanley
  Richmond, VA
• 01/2015 → 01/2017
  Morgan Stanley Private Bank, National Association
  New York, NY
• 01/2017 → Present
  Infinex Investments, Inc
  Meriden, CT
• 01/2017 → Present
  Bank Of Southside Virginia
  Colonial Heights, VA

Previous Registrations

• 2014-04-07 → 2017-01-06
  Morgan Stanley
  Richmond, VA
• 2004-02-26 → 2014-03-19
  Valic Financial Advisors, Inc.
  Richmond, VA
  North Chesterfield, VA

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-02-25
• S63 Uniform Securities Agent State Law Examination
  1998-06-12

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Amy Chandler
• Amy Carden Chandler