Amy Gwyn Sachs

Current Employers

Employment History

• 02/2016 → 05/2022
  Raymond James Financial Services, Inc
  Bethesda, MD
• 02/2016 → 05/2022
  Raymond James Financial Services Advisors Inc.
  Bethesda, MD
• 02/2016 → Present
  Steward Partners Investment Advisory, Llc
  Bethesda, MD
• 08/2017 → Present
  Steward Partners Global Advisory Llc
  Bethesda, MD
• 05/2022 → Present
  Steward Partners Investment Solutions, Llc
  Bethesda, MD

Previous Registrations

• 2016-02-26 → 2016-12-08
  Raymond James Financial Services Advisors, Inc
  Bethesda, MD
• 2009-06-01 → 2016-03-04
  Morgan Stanley
  Bethesda, MD
  Bethesda, MD
• 2006-02-21 → 2009-06-01
  Citigroup Global Markets Inc.
  Bethesda, MD
  New York, NY
  Bethesda, MD
• 1995-11-30 → 2006-02-21
  Legg Mason Wood Walker, Incorporated
  Bethesda, MD

Other Businesses

1) Name of Business: Steward Partners Global Advisory Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 08/22/2017 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Install Insurance products listed 2) Name of Business : Irrev Trust Address: Bethesda, MD Nature of the Business: Trustee Position/Title: Trustee Investment Related: Yes Start Date: 2/17/2020 Hours per month devoted to this business: 0 Hours per month devoted to this business during trading hours: 0 Description of duties: I will be trustee for my mother's irrevocable trust. She passed away on 2/17/20 3) Name of Business: The Sarita R Sachs Irrev Trust Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 02/17/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I will be trustee for my mother's irrevocable trust. She passed away on 2/17/20 4) Name of Business: Sachs Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 731000, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 08/01/2020 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: POA/Personal Representative. Power of Attorney 5) Name of Business: Slate Craft Goods LLC Address: 431 Midsummer Dr, Gaithersburg, MD, 20878, United States Activity Type: Personal/Private Investment Position/Title Investment Related: Yes Start Date: 06/01/2021 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties 6) Name of Business: Steward Partners Global Advisory Address: 7550 Wisconsin Ave Ste 420, Bethesda, MD, 20814, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: Yes Start Date: 02/17/2016 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Financial Advising

Exams

• S65 Uniform Investment Adviser Law Examination
  1991-12-04
• S63 Uniform Securities Agent State Law Examination
  1984-06-06

Other Names

• Amy G Sachs