Amy Elizabeth Sommers

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

• 07/2020 → 06/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD
• 06/2020 → 07/2020
  Unemployed
  Sparks-Glencoe, MD
• 12/2018 → 06/2020
  Us Attorney's Office - District Of Maryland / Doj
  Baltimore, MD
• 05/2017 → 11/2018
  Maryland Department Of Health - Office Of Healthcare Quality
  Catonsville, MD
• 07/2012 → 05/2017
  Medstar Union Memorial Hospital
  Baltimore, MD
• 06/2021 → 12/2022
  Purshe Kaplan Sterling Investments
  Albany, NY
• 06/2021 → 02/2023
  Marshall Financial Group
  Hunt Valley, MD
• 06/2021 → 02/2023
  Marshall Financial Group
  Hunt Valley, MD
• 02/2023 → 04/2023
  Unemployed
  Sparks, MD
• 04/2023 → Present
  Raymond James Financial Services, Inc.
  Hunt Valley, MD
• 04/2023 → Present
  Raymond James Financial Services Advisors, Inc.
  Hunt Valley, MD

Previous Registrations

• 2021-08-09 → 2023-03-06
  The Marshall Financial Group Llc
  Hunt Valley, MD
• 2021-03-09 → 2021-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Hunt Valley, MD

Other Businesses

(1) Name of Business: ClearPlan Wealth Management Address: 1122 Kenilworth Dr Ste 307, Towson, MD, 21204-2146, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 04/03/2023 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 2-10 Description of duties: Registered CSA supporting FAs and office operations

Exams

• S66 Uniform Combined State Law Examination
  2021-03-08

Other Names

• Amy Sommers Elizabeth Lederer
• Amy Lederer
• Amy Sommers E Lederer