Amy Weigand has been an investment adviser representative at Altman Advisors since April 2025, and is not listed among the firm’s executive officers or direct owners.
Altman Advisors, Inc is a Chicago, IL firm with $483M under management, 184 clients and 7 advisers in one office, as of its July 2026 filing.
Amy Weigand is Director of the Asset Management Group and Portfolio Manager at Altman Advisors, where she leads the firm's investment research and strategy development. She has over seven years of professional experience and oversees the Asset Management Group. She specializes in market analysis and quantitative stock selection.
Amy Weigand’s longest registration was 1 year at Wells Fargo Clearing Services, LLC (2018–2020). Before joining Altman Advisors in 2025, Amy Weigand was registered through Vci Wealth Management LLC and Ae Wealth Management, LLC.
- Vci Wealth Management LLC– · 1 yearSaint Louis, MO · Adviser representative · Firm CRD 324833
- Ae Wealth Management, LLC– · under a yearSt. Louis, MO · Adviser representative · Firm CRD 282580
- Wells Fargo Clearing Services, LLC– · 1 yearSt. Louis, MO · Adviser representative · Firm CRD 19616
Professional designations
Listed by Altman Advisors
- Chartered Financial Analyst® (CFA®)
Investment adviser representative registrations
Amy Weigand is registered as an investment adviser representative in Illinois, since April 2025.
- IllinoisSince 28 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 31 August 2018 |
| Series 7 | General Securities Representative Examination | 2 August 2018 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 6976570
- Firm
- Altman Advisors · CRD 281778
- Office
- 233 S WACKER DR., SUITE 9750, Chicago, IL 60606
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- altmanadvisors.com
Where does Amy Weigand work?
Amy Weigand is an investment adviser representative registered through Altman Advisors, Inc since April 2025, and is not listed among the firm’s executive officers or direct owners.
Is Amy Weigand a financial advisor?
Yes. Amy Weigand has a current investment-adviser registration in Illinois, through Altman Advisors since April 2025.
How many years of experience does Amy Weigand have?
Amy Weigand has 4 years in the financial industry, since January 2022, across 4 adviser firms.
What exams has Amy Weigand passed?
Amy Weigand has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2018. FINRA credited Amy Weigand with the SIE, which began in October 2018.
Where did Amy Weigand work before Altman Advisors?
Before Altman Advisors, Amy Weigand was registered through Vci Wealth Management LLC, May 2023 to September 2024; Ae Wealth Management, LLC, January 2023 to July 2023; Wells Fargo Clearing Services, LLC, September 2018 to April 2020.
Where is Amy Weigand based?
Amy Weigand’s registered office is in Chicago, IL.
Is Amy Weigand registered with FINRA?
No. Amy Weigand has no current broker registration.
Is Amy Weigand a CFA charterholder?
Altman Advisors lists Amy Weigand with the CFA credential (“Chartered Financial Analyst® (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Amy Weigand’s record?
Search CRD 6976570 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amy Weigand’s full registration record.
