RBC Capital Markets
44yrs
Top advisor by experience in Annapolis
New
Amy Smith
Financial advisor at Cetera Investment Advisers
Amy Smith is a financial advisor in Annapolis, Maryland, registered since Apr 2026. Amy joined Cetera Investment Advisers in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Amy holds the CPA/PFS designation.
At a glance
ExperienceNew to the profession (since Apr 2026)
How that compares ?New to the profession
Office180 Admiral Cochrane Drive, Suite 520, Annapolis, MD 21401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$306,089
Advisors at the firm10,452
States licensed ?1 state
Services through Cetera Investment Advisers
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CPA/PFS
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- Apr 2026 – nowCetera Investment Advisers LLCCurrent firm
Contact Amy
(310) 257-7880Firm headquarters in Schaumburg, IL. Ask for Amy. 180 Admiral Cochrane Drive, Suite 520Annapolis, MD 21401Office · Get directions
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.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- 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 Cetera Investment Advisers at (310) 257-7880 and ask for Amy Smith. Amy works from the Annapolis, MD office.
How long has Amy been a financial advisor?
Amy is new to the profession, registered since Apr 2026, and holds 0 licenses.
What licenses does Amy hold?
No exams are listed on the official record.
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?
Cetera Investment Advisers reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. 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.
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