Amy Oh has been an investment adviser representative at Taurus Capital Advisors since September 2023, and is not listed among the firm’s executive officers or direct owners.
Taurus Capital Advisors, LLC is a Lake Oswego, OR firm with $231M under management, 263 clients and 4 advisers in one office, as of its March 2026 filing.
Amy Oh’s longest registration was 17 years at Sage Financial Advisors Inc. (2003–2020). Before joining Taurus Capital Advisors in 2023, Amy Oh was registered through Sage Financial Advisors Inc.
- Taurus Capital Advisors, LLCCurrent– present · 3 yearsLake Oswego, OR · Adviser representative · Firm CRD 137633
- Sage Financial Advisors Inc.– · 17 yearsLake Oswego, OR · Adviser representative · Firm CRD 116933
Investment adviser representative registrations
Amy Oh is registered as an investment adviser representative in Oregon, since September 2023.
- OregonSince 29 September 2023
Examinations
No examinations are on Amy Oh’s record.
- Full name
- Amy Beth Oh
- CRD
- 4649296
- Firm
- Taurus Capital Advisors · CRD 137633
- Office
- 16325 BOONES FERRY ROAD, SUITE 203, Lake Oswego, OR 97035
- Registration
- Investment adviser registration
- In the industry since
- June 2006
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Oh work?
Amy Oh is an investment adviser representative registered through Taurus Capital Advisors, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Amy Oh a financial advisor?
Yes. Amy Oh has a current investment-adviser registration in Oregon, through Taurus Capital Advisors since September 2023.
How many years of experience does Amy Oh have?
Amy Oh has 20 years in the financial industry, since June 2006, across 2 adviser firms.
Where did Amy Oh work before Taurus Capital Advisors?
Before Taurus Capital Advisors, Amy Oh was registered through Sage Financial Advisors Inc., July 2003 to October 2020.
Where is Amy Oh based?
Amy Oh’s registered office is in Lake Oswego, OR.
Is Amy Oh registered with FINRA?
No. Amy Oh has no current broker registration.
How can I verify Amy Oh’s record?
Search CRD 4649296 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Oh’s full registration record.