Amy Danielle Riley

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

• 08/2015 → 04/2024
  Fidelity Brokerage Services Llc
  Chesterfield, MO
• 07/2018 → 04/2024
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 08/2025 → Present
  Raymond James Financial Services, Inc.
  St. Charles, MO
• 08/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  St. Charles, MO
• 04/2024 → 07/2025
  Unemployed
  Cottleville, MO
• 07/2016 → 07/2018
  Strategic Advisors Llc
  Chesterfield, MO

Previous Registrations

• 2018-07-13 → 2024-04-09
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-07-07 → 2018-07-13
  Strategic Advisers Llc
  Chesterfield, MO

Other Businesses

(1) Name of Business: Midland States Bank Address: 5991 S Highway 94, Weldon Spring, MO, 63304-5611, United States Activity Type: Bank or Credit Union Associate Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Wealth Advisor- provide financial planning services to inividuals using the Raymond James platform. (2) Name of Business: Midland Wealth Management Address: 5991 S Highway 94, Weldon Spring, MO, 63304-5611, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 07/21/2025 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor using the Raymond James platform

Exams

• S66 Uniform Combined State Law Examination
  2016-05-23
• S63 Uniform Securities Agent State Law Examination
  2006-03-06

Other Names

• Amy Cayce
• Amy Danielle Cayce
• Amy Danielle Grass