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Amber Mae Picard

Astoria Strategic Wealth, Inc.

New Braunfels, TX

West Columbia, TX

CRD 7129594

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Employer firm

Astoria Strategic Wealth, Inc. CRD 113510

$483M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Astoria Strategic Wealth, Inc.

New Braunfels, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-01-07
  • TX RA
    APPROVED
    Since 2022-01-07

Branch Locations

New Braunfels, TX • United States

West Columbia, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Financial Synergies Wealth Advisors, Inc. Houston TX 06/2020 10/2021
Texas A&M University College Station TX 08/2017 05/2020
Tjc - Tyler Junior Collège Tyler TX 08/2016 08/2017
Astoria Strategic Wealth Flower Mound TX 11/2021 Present
  • 06/2020 → 10/2021
    Financial Synergies Wealth Advisors, Inc.
    Houston, TX
  • 08/2017 → 05/2020
    Texas A&M University
    College Station, TX
  • 08/2016 → 08/2017
    Tjc - Tyler Junior Collège
    Tyler, TX
  • 11/2021 → Present
    Astoria Strategic Wealth
    Flower Mound, TX
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-11
  • S65 Uniform Investment Adviser Law Examination
    2020-08-11
Designations
  • Certified Financial Planner
Other Names
  • Amber Mae Loehr

View on SEC IAPD

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