Amy Showalter has been Chief Operating Officer of Arbor Private Wealth since October 2024, is a control person of the firm and directly owns under 5% of it.
Arbor Private Wealth, LLC is an Ashburn, VA firm with $160M under management, 101 clients and 2 advisers across 2 offices, as of its February 2026 filing.
- Arbor Private Wealth, LLCCurrent– present · 4 yearsAshburn, VA · Adviser representative · Firm CRD 315812
Investment adviser representative registrations
Amy Showalter is registered as an investment adviser representative in Virginia, since June 2022.
- VirginiaSince 16 June 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 June 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amy Hayes Showalter
- CRD
- 7574117
- Firm
- Arbor Private Wealth · CRD 315812
- Role
- Chief Operating Officer
- Office
- 44679 ENDICOTT DRIVE, SUITE 300, Ashburn, VA 20147
- Registration
- Investment adviser registration
- In the industry since
- June 2022
- Disciplinary history
- Not yet shown here · SEC record
Where does Amy Showalter work?
Amy Showalter has been Chief Operating Officer of Arbor Private Wealth, LLC since October 2024, and is a control person of the firm.
Is Amy Showalter a financial advisor?
Yes. Amy Showalter has a current investment-adviser registration in Virginia, through Arbor Private Wealth since June 2022.
How many years of experience does Amy Showalter have?
Amy Showalter has 4 years in the financial industry, since June 2022, across 1 adviser firm.
What exams has Amy Showalter passed?
Amy Showalter passed the Series 65 in June 2022.
Where is Amy Showalter based?
Amy Showalter’s registered office is in Ashburn, VA.
Is Amy Showalter registered with FINRA?
No. Amy Showalter has no current broker registration.
How can I verify Amy Showalter’s record?
Search CRD 7574117 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Showalter’s full registration record.
