Amy Braun-Bostich has been Owner, Chief Executive Officer, and Private Wealth Advisor of Braun-Bostich & Associates since May 2017, is a control person of the firm and directly owns between 50% and 75% of it. Amy Braun-Bostich holds a BA in Psychology from the University of California, Los Angeles and a Master of Science in Financial Planning.
Braun-Bostich & Associates Inc. is a Canonsburg, PA firm with $250M under management, 269 clients and 4 advisers in one office, as of its April 2026 filing.
Amy Braun-Bostich is Founding Partner, CEO & Private Wealth Advisor of Braun-Bostich & Associates. She is the CEO and founder of the firm and has over 30 years of experience in the financial services business.
Amy Braun-Bostich’s longest registration was 13 years at Ameriprise Financial Services, Inc. (2003–2017). Before joining Braun-Bostich & Associates in 2017, Amy Braun-Bostich was registered through Ameriprise Financial Services, Inc.
- – present · 9 yearsCanonsburg, PA · Adviser representative · Firm CRD 288336
- Ameriprise Financial Services, Inc.– · 13 yearsMcMurray, PA · Adviser representative · Firm CRD 6363
Professional designations
Listed by Braun-Bostich & Associates
- CFP®
- APMA®
- CFS®
- CLTC®
Investment adviser representative registrations
Amy Braun-Bostich is registered as an investment adviser representative in 2 states. The first approvals date from June 2017; the most recent is Texas, in March 2019.
- PennsylvaniaSince 2 June 2017
- TexasSince 14 March 2019
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 63 | Uniform Securities Agent State Law Examination | 23 July 1990 |
| Series 7 | General Securities Representative Examination | 16 July 1990 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Amy Jo Braun-Bostich
- CRD
- 1710451
- Firm
- Braun-Bostich & Associates · CRD 288336
- Role
- Owner, Chief Executive Officer, and Private Wealth Advisor
- Office
- 1600 ASHWOOD DRIVE, STE 1601, Canonsburg, PA 15317
- Registration
- Investment adviser registration
- In the industry since
- July 1990
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- braun-bostich.com
Where does Amy Braun-Bostich work?
Amy Braun-Bostich has been Owner, Chief Executive Officer, and Private Wealth Advisor of Braun-Bostich & Associates Inc. since May 2017, and is a control person of the firm.
Is Amy Braun-Bostich a financial advisor?
Yes. Amy Braun-Bostich has a current investment-adviser registration in Pennsylvania and Texas, through Braun-Bostich & Associates since June 2017.
How many years of experience does Amy Braun-Bostich have?
Amy Braun-Bostich has 36 years in the financial industry, since July 1990, across 2 adviser firms.
What exams has Amy Braun-Bostich passed?
Amy Braun-Bostich has passed 2 licensing exams: the Series 7 and Series 63. The earliest, the Series 7, was passed in July 1990. FINRA credited Amy Braun-Bostich with the SIE, which began in October 2018.
Where did Amy Braun-Bostich work before Braun-Bostich & Associates?
Before Braun-Bostich & Associates, Amy Braun-Bostich was registered through Ameriprise Financial Services, Inc., July 2003 to June 2017.
Where is Amy Braun-Bostich based?
Amy Braun-Bostich’s registered office is in Canonsburg, PA.
Is Amy Braun-Bostich registered with FINRA?
No. Amy Braun-Bostich has no current broker registration.
Is Amy Braun-Bostich a CFP?
Braun-Bostich & Associates lists Amy Braun-Bostich with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Amy Braun-Bostich’s record?
Search CRD 1710451 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Braun-Bostich’s full registration record.
