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Amberlyn N Endres

Advisor at Fidelity — Bethpage, TN

Updated today

Credentials

Series 66, Series 63

Experience

11 years

Location

Bethpage, TN

Fidelity logo

Fidelity

Institution

Total advisors

16,976

Across 1,867 offices

Clients per advisor

141 Very High

Avg AUM per client

$234,793 Very Low

HNW client ratio

31% High

About

Amberlyn Endres is a financial advisor at Fidelity with 11 years of industry experience. She holds the Series 66 and Series 63 credentials and has worked in various capacities within Fidelity since 2014. Fidelity’s Strategic Advisers LLC, where Amberlyn is based, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm uses a combination of proprietary research, quantitative analysis, and algorithmic portfolio construction, and it serves a distinctive role in managing model portfolios and providing advisory services with formal governance and regulatory oversight.

Client services

Based on Fidelity

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops Provider of model portfolios

Expertise

Based on Fidelity

Charitable giving & philanthropy Active portfolio management

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Location

See office

Bethpage, TN

Bethpage TN

Advisors at this office

1

Most active in

Tennessee · Texas

Work history

11 years of industry experience

Fidelity Investments

2025 - Present • 1 year

Boston, MA

Fidelity Personal and Workplace Advisors

2018 - Present • 8 years

Boston, MA

Fidelity Brokerage Services LLC

2014 - Present • 12 years

Covington, KY

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Todd H

Series 65, Series 66

Gallatin, TN

Legacy Path Advisors LLC

Todd Hukill is the sole advisor at Legacy Path Advisors LLC in Gallatin, TN, holding Series 65 and Series 66 licenses with nine years of industry experience. He has served with the Tennessee District Council of the Assemblies of God, Inc. since 2008. Legacy Path Advisors LLC provides advice-only financial planning and consulting services primarily to pastors, ministry leaders, and churches. The firm offers a variety of planning engagements and emphasizes passive, low-cost investment recommendations while clients retain responsibility for implementing advice.

General retirement planning Social Security optimization Retirement income strategy Tax strategies for small businesses Founder/Business Owner Executive Religious/faith focused Mid-Career Professionals
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David F

Series 65

Hendersonville, TN

Coordinated Wealth Management, L.L.C.

David Fesmire is a financial advisor at Coordinated Wealth Management, L.L.C. in Hendersonville, TN, with 18 years of industry experience. He holds a Series 65 designation and has been with Coordinated Wealth Management since 2007. In addition to his advisory role, he owns and operates Coverage Solutions Group LLC, a life and health insurance agency where he serves as an employee benefit consultant and broker. Coordinated Wealth Management serves individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm focuses on fundamental analysis across various asset classes and offers both discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting.

General estate planning guidance Wealth management
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David M

Series 63, Series 65

Hendersonville, TN

KPP Advisory Services LLC

David Mcillwain is a financial advisor with KPP Advisory Services LLC, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He previously worked at LPL Financial LLC and FSC Securities Corporation. KPP Advisory Services LLC provides personalized financial planning, investment management, wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, small businesses, and retirement plans. The firm manages approximately $874 million in client assets and employs a fiduciary standard with a focus on mutual fund and ETF-based, asset-allocation portfolios supplemented by third-party managers and algorithm-driven strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Cash flow / budgeting
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Bruce A

CFP®, Series 63, Series 65

Hendersonville, TN

KPP Advisory Services LLC

Bruce Arnold is a CFP® professional with 44 years of experience in the financial industry. He is currently with KPP Advisory Services LLC and has previously worked at LPL Financial LLC and FSC Securities Corporation. Arnold holds Series 63 and Series 65 licenses. KPP Advisory Services LLC provides personalized financial planning, investment management, comprehensive wealth management, and retirement plan consulting to individuals, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $874 million in client assets, offering discretionary and non-discretionary portfolio management with a focus on mutual fund and ETF asset-allocation strategies.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy Cash flow / budgeting
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John Q

Series 66

Gallatin, TN

One Wealth Map, LLC

John Quinones is a financial advisor at One Wealth Map, LLC in Gallatin, TN, holding a Series 66 designation with five years of industry experience. His prior roles include positions at Ameriprise, CUNA Mutual Brokerage Services, and DuTrac Credit Union. Outside of his advisory work, Quinones is a member-owner of Da Rexy LLC, a real estate partnership focused on long-term rental property investment. One Wealth Map provides investment advisory and financial planning services to individuals, businesses, family foundations, trusts, and charitable organizations. The firm employs a layered portfolio approach with both fundamental and technical analysis, offering service levels ranging from basic rebalancing to comprehensive wealth oversight.

Retirement income strategy Tax-loss harvesting Options & derivatives strategies General estate planning guidance General tax planning
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Scott P

Series 63, Series 65

Gallatin, TN

Mercer Global Advisors Inc.

Scott Paschal is a financial advisor at Mercer Global Advisors Inc. with 22 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Financial Partners Group, LLC for 12 years. Outside of advising, he is the managing member of Hickory Hills Farm, LLC, a farming business operating as Cellar 53 Winery. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, corporate plan sponsors, and nonprofit organizations. The firm’s investment approach is based on Modern Portfolio Theory, emphasizing globally diversified, risk-appropriate portfolios with multi-factor tilts and strategic use of low-cost index vehicles.

Private / alternative investments Options & derivatives strategies ESG / Sustainable investing Concentrated stock management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive Retired Women Professionals Established Professionals
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