Investment adviser representative · Sugar Maple Asset Management, LLC
Amy E. Zellner
CRD 6282372 · Sister Bay, WI
At a glance
Amy E. Zellner is an investment adviser representative with Sugar Maple Asset Management, LLC in Sister Bay, WI, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Amy’s SEC record dates to 2014, about 12 years ago.
Current advisory firm
- Sugar Maple Asset Management, LLCSince May 2021Sister Bay, WI · $292M in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Amy’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 5 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Sugar Maple Asset Management, LLC
- Terrence M. JackSister Bay · Chartered Financial Analyst
- Jeremy P. SchwabSister Bay · Certified Financial Planner
Every advisor at Sugar Maple Asset Management, LLC →Sugar Maple Asset Management, LLC: assets, clients and custodians →Financial advisors in Sister Bay, WI →Every Sugar Maple Asset Management, LLC advisor in Sister Bay →Advisor Moves: who changed firms this week →