Amy Macedo has been an investment adviser representative at Heffernan Advisory since April 2026, and is not listed among the firm’s executive officers or direct owners.
Heffernan Advisory, Inc. is a Flagstaff, AZ firm with $410M under management, 357 clients and 5 advisers across 8 offices, as of its August 2026 filing.
Amy Macedo’s longest registration is the current one, under a year at Geneos Wealth Management, Inc. since 2026.
- Geneos Wealth Management, Inc.Also current– present · under a yearPhoenix, AZ · Adviser representative · Firm CRD 120894
Investment adviser representative registrations
Amy Macedo is registered as an investment adviser representative in Arizona, since February 2026.
- ArizonaSince 25 February 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | 9 May 2026 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 February 2026 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amy Beth Macedo
- CRD
- 4760603
- Firm
- Heffernan Advisory · CRD 116771
- Registration
- Investment adviser registration
- In the industry since
- February 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Macedo work?
Amy Macedo is an investment adviser representative registered through Heffernan Advisory, Inc. since April 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amy Macedo a financial advisor?
Yes. Amy Macedo has a current investment-adviser registration in Arizona, through Heffernan Advisory since April 2026.
How many years of experience does Amy Macedo have?
Amy Macedo has 0 years in the financial industry, since February 2026, across 2 adviser firms.
What exams has Amy Macedo passed?
Amy Macedo has passed 2 licensing exams: the Series 65 and SIE. The earliest, the Series 65, was passed in February 2026.
Is Amy Macedo registered with FINRA?
No. Amy Macedo has no current broker registration.
How can I verify Amy Macedo’s record?
Search CRD 4760603 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Macedo’s full registration record.
