Amy Elizabeth Fracaro-Choate

Employer firm

Berger Financial Group CRD 308174

$2.95B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 06/2010 → 07/2020
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 06/2010 → 07/2020
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 07/2020 → 05/2023
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 07/2020 → Present
  Berger Financial Group, Inc. Dba Bell Wealth Management
  Burlington, VT

Previous Registrations

• 2010-06-02 → 2020-08-26
  Cambridge Investment Research Advisors, Inc.
  South Burlington, VT
• 2008-02-14 → 2010-06-01
  Financial West Group
  Bolton Valley, VT
  Colchester, VT
  Bolton Valley, VT
  Irvine, CA
  Bolton Valley, VT

Other Businesses

1) Fixed Insurance. Non-Investment Related. 110 Kimball Ave, Suite 240, South Burlington, VT 05403. Life Insurance, Long Term Care. Broker. Start 6/2010. 2hrs/mo, all during trading hours. Review and purchase life or long term care insurance.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-15
• S63 Uniform Securities Agent State Law Examination
  1992-10-05

Other Names

• Amy Elizabeth Antonacci
• Amy Elizabeth Fracaro
• Amy Elizabeth Antonacci