Morgan Stanley
47yrs
Top advisor by experience in New York
15yrs
Amy Lam
Financial advisor at Primerica Advisors
Amy Lam is a financial advisor in New York, New York, with 15 years in the industry. Amy joined Primerica Advisors in 2021, a firm offering investment management. The firm is paid through a percentage of assets.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 59% of advisors in New York
Office469 7th Ave 12th Floor Suite 1256-B, New York, NY 10018
How the firm is paid ?Percent of assets
Typical client at the firm ?$228,117
Advisors at the firm3,998
States licensed ?1 state
Services through Primerica Advisors
Investment management for individuals and small businesses
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 63Uniform Securities Agent State Law Examination
Career
- 2021 – nowPFS Investments Inc.Current firm
Contact Amy
(833) 786-0550Firm headquarters in Duluth, GA. Ask for Amy. 469 7th Ave 12th Floor Suite 1256-BNew York, NY 10018Office · Get directions X (Twitter) pagePrimerica Advisors
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Amy
Tailored to Amy’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amy
How do I contact Amy?
Call Primerica Advisors at (833) 786-0550 and ask for Amy Lam. Amy works from the New York, NY office.
How long has Amy been a financial advisor?
Amy has been in the industry since 2011, about 15 years. More experience than 59% of advisors in New York.
What licenses does Amy hold?
Series 63. Tap any license on this page to see what it allows.
Is Amy a fiduciary?
Amy is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Amy paid?
Primerica Advisors reports being paid by a percentage of the assets they manage. Ask Amy for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Oppenheimer & Co.
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
UBS Financial Services
47yrs
Top 1% by experience in New York
Crews & Associates
47yrs
Top advisor by experience at Crews & Associates