Amy Faith Wick

Employer firm

Strategic Advisers LLC CRD 104555

$1.37T regulatory AUM 17,518 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• 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

• 05/2014 → 05/2021
  Allianz Life Financial Services, Llc
  Minneapolis, MN
• 05/2014 → 05/2021
  Allianz Life Insurance Company Of North America
  Minneapolis, MN
• 05/2021 → Present
  Fidelity Investments
  Broomfield, CO
• 03/2025 → Present
  Fidelity Investments
  Boston, MA

Previous Registrations

• 2021-06-07 → 2025-03-31
  Fidelity Personal And Workplace Advisors
  Broomfield, CO
• 2012-10-24 → 2014-05-06
  Ameriprise Financial Services, Llc
  Minneapolis, MN

Other Businesses

OBA-127137|OrgNmn:Cardinal Convenience|Org Addr:Denver,Colorado,US|OBA Nature:A small vending machine compan|Invst Rel:N|Title:Officer|Duties:I have very little involvement other than Secretary duties. |StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|OBA-127135|OrgNmn:Little Porcupine Investments |Org Addr:Denver,Colorado,US|OBA Nature:A LLC to hold our 1 rental pro|Invst Rel:Y|Title:Trustee|Duties:My husband is the primary manager, I am only there for backup communication|StrtDt:|TotHrs/mon:1|TrdHrs/mon:0|

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-02-19

Designations

• Certified Financial Planner

Other Names

• Amy Spicer
• Amy Faith Spicer