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Amy Lee Stuber

Saling Wealth Advisors

Louisville, KY

CRD 4976136

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Employer firm

Saling Wealth Advisors CRD 283226

$618M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Periodicals / newsletters

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

Current Employers
Saling Wealth Advisors

9750 Ormsby Station Road Suite 102, Louisville, KY 40223 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-06-09
IN RA APPROVED 2022-05-13
KY RA APPROVED 2017-02-23
  • FL RA
    APPROVED
    Since 2022-06-09
  • IN RA
    APPROVED
    Since 2022-05-13
  • KY RA
    APPROVED
    Since 2017-02-23

Branch Locations

9750 Ormsby Station Road Suite 102, Louisville, KY 40223 • 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
Saling Wealth Advisors Louisville KY 08/2016 Present
Saling Wealth Advisors Louisville KY 02/2017 Present
Previous Registrations
  • 2006-01-20 → 2016-04-25
    J.J.B. Hilliard, W.L. Lyons, Llc
    Louisville, KY
    Louisville, KY
    Louisville, KY
    Louisville, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-12-13
  • S66 Uniform Combined State Law Examination
    2005-12-13
Designations
  • Certified Financial Planner
Other Names
  • Amy J. Lee
  • Amy Janelle Lee
  • Amy L. Stuber

View on SEC IAPD

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Nearby Investors

REBECCA ANN LOVAN
Donald R Dentinger
MAYNARD EDWIN HOPPER

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · LOUISVILLE, KY
MORGAN STANLEY · Louisville, KY
WAYCROSS GP, LLC · LOUISVILLE, KY

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