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Amy Hochstein Clark

Highstone Group

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About Amy Hochstein Clark

Amy Clark is a financial advisor with Highstone Group. Amy has been in the financial services industry since 1996. Amy is a Certified Financial Planner and a Chartered Financial Consultant. Amy specializes in providing financial planning and portfolio management services to individuals. The Highstone Group is an independent financial advisory firm located in Richmond, Virginia. The firm provides financial planning and investment management services to a range of clients, including individuals, families, and businesses.

Firm Information

Amy Clark is currently registered with Highstone Group. Highstone Group is an investment advisor located in Richmond, VA, with approximately $219,303,289 in regulatory assets under management. They primarily serve individuals and offer financial planning and portfolio management services. The firm has 3 licensed agents and 3 investment advisor representatives. They are registered with the SEC under the number 801-112136.
Highstone Group

4205 DOVER ROAD

RICHMOND, VA 23221

$219.30M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Clark’s Registration & Firm History

VA

07/19/2012 - Present

Highstone Group (RICHMOND VA)

VA

03/04/2002 - 08/03/2018

SECURITIES SERVICE NETWORK, LLC (RICHMOND VA)

NE

01/21/1997 - 03/01/2002

SECURITIES AMERICA, INC. (LAVISTA NE)

MA

06/27/1996 - 11/04/1996

JOHN HANCOCK DISTRIBUTORS, INC. (BOSTON MA)

MA

06/27/1996 - 11/04/1996

JOHN HANCOCK MUTUAL LIFE INSURANCE COMPANY (BOSTON MA)

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Licenses & Designations

IA

Issued 11/14/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 05/09/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/11/2001

Series 7 - General Securities Representative Examination

BC

Issued 06/26/1996

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amy Hochstein Clark.
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