Amber Picard has been an investment adviser representative at Astoria Strategic Wealth since January 2022, and is not listed among the firm’s executive officers or direct owners. Amber Picard holds a Bachelor of Science in University Studies Business, with minors in Financial Planning and Communication from Texas A&M University.
Astoria Strategic Wealth, Inc. is a firm with $483M under management, 177 clients and 7 advisers across 7 offices, as of its July 2026 filing.
Amber Picard is a Financial Planning Advisor of Astoria Strategic Wealth. She joined the firm in November 2021, after a little over a year with another registered investment adviser in the Houston area. She specializes in education planning and works with young professionals as they establish strong financial habits.
Amber Picard’s longest registration is the current one, 4 years at Astoria Strategic Wealth since 2022. Before joining Astoria Strategic Wealth in 2022, Amber Picard was registered through Financial Synergies.
- – present · 4 yearsWest Columbia, TX · Adviser representative · Firm CRD 113510
- Financial Synergies– · 1 yearHouston, TX · Adviser representative · Firm CRD 105643
Professional designations
Listed by Astoria Strategic Wealth
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Amber Picard is registered as an investment adviser representative in Texas, since January 2022.
- TexasSince 7 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 11 August 2020 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amber Mae Picard
- CRD
- 7129594
- Firm
- Astoria Strategic Wealth · CRD 113510
- Office
- West Columbia, TX
- Registration
- Investment adviser registration
- In the industry since
- November 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- astoriastrategicwealth.com
Where does Amber Picard work?
Amber Picard is an investment adviser representative registered through Astoria Strategic Wealth, Inc. since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Amber Picard a financial advisor?
Yes. Amber Picard has a current investment-adviser registration in Texas, through Astoria Strategic Wealth since January 2022.
How many years of experience does Amber Picard have?
Amber Picard has 5 years in the financial industry, since November 2020, across 2 adviser firms.
What exams has Amber Picard passed?
Amber Picard passed the Series 65 in August 2020.
Where did Amber Picard work before Astoria Strategic Wealth?
Before Astoria Strategic Wealth, Amber Picard was registered through Financial Synergies, September 2020 to November 2021.
Where is Amber Picard based?
Amber Picard’s registered office is in West Columbia, TX.
Is Amber Picard registered with FINRA?
No. Amber Picard has no current broker registration.
Is Amber Picard a CFP?
Astoria Strategic Wealth lists Amber Picard with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Amber Picard’s record?
Search CRD 7129594 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amber Picard’s full registration record.
