Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
ChFC®, Series 63, Series 65
Experience Industry experience
42 years
Location
McHenry, MD
Cambridge Investment Research Advisors
Institution
Amy Brandts is a financial advisor with Cambridge Investment Research Advisors and holds the ChFC® designation, along with Series 63 and Series 65 licenses. She has 42 years of industry experience and has been with Cambridge Investment Research Advisors since 2005. Brandts also manages Symphony Financial and serves as treasurer for a homeowners association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, trusts, estates, and other retirement-plan sponsors. The firm offers financial planning, investment management, and retirement plan advisory services through independent Financial Professionals, using various portfolio management and model-based solutions tailored to client objectives.
Based on Cambridge Investment Research Advisors
Based on Cambridge Investment Research Advisors
For financial planning and consulting, flat fees generally do not exceed $25,000 but may be higher based on complexity; For WealthPort setup fee generally less than 1% of assets or $1,000
$0 - $100,000: 1.50% $100,000 - $250,000: 1.25% $250,000+: 1.00%
Financial Professionals acting as Registered Representatives receive commissions on securities and insurance sales
Generally up to $500 per hour for financial planning and consulting services; up to $500 per hour for retirement plan advisory services
Financial Wellness services paid by employer; flat or hourly fees per agreement
Account minimum: $5,000 Minimum fee: Minimum WealthPort program fee of $250 annually for CAAP® and UMA accounts
Mc Henry, MD
Mc Henry MD
Advisors at this office
1
Maryland · Texas · Virginia
42 years of industry experience
Cambridge Investment Research Advisors
2005 - Present • 21 years
Fairfield, IA
Symphony Financial
2004 - Present • 22 years
Herndon, VA
Cambridge investment Research, Inc
2003 - Present • 23 years
Fairfield, IA
SELF EMPLOYED
1994 - Present • 32 years
Manassas, VA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Series 63, Series 66
Oakland, MD
Truist Advisory Services
Frank Fato Jr. is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked with SunTrust Advisory Services and related SunTrust entities since 2012. Outside of his advisory role, he is involved as a customer service representative at Twin Oaks Home Sales, a family-owned manufactured homes dealership. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, participants, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by third-party platforms and AI-enabled research tools.
CFP®, Series 63, Series 66
Oakland, MD
Ameriprise
Jason Sweitzer is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Ameriprise since 2021. He previously worked at Cetera and First United Bank. Sweitzer serves on the Board of Directors for the Frostburg State University Foundation. Ameriprise provides retirement-income planning services primarily for clients nearing or in retirement who meet specific asset criteria. The firm offers advisory, brokerage, and insurance solutions through affiliated entities, combining research, modeling, and tax-efficient strategies to deliver tailored retirement income recommendations.
Series 63, Series 65
Swanton, MD
Morgan Stanley
Michael Freiman is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank since 2015. Outside of his advisory work, he serves on the boards of the Field of Firsts Foundation and the University of Maryland College Park Foundation, participating actively in their investment committees. He is also involved with Zuma4Productions, a commercial, music video, and film production company. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by firm-approved tools and the Global Investment Committee’s return estimates.
Series 66
Oakland, MD
Cetera
Trevor Phillips is a financial advisor affiliated with Cetera and holds the Series 66 designation. He has been in the industry since 2025 and previously worked with Colonial Life Accident & Insurance Company and Walmart. In addition to his advisory role, he assists clients with estate planning and manages trust documents at First United Bank & Trust. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and consulting services through a large nationwide network of advisors, utilizing multiple program structures and third-party money managers.
Series 63, Series 65
Oakland, MD
Cetera
David Sharps is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked with Cetera and its affiliated entities since 2005 and also has a background with First United Bank & Trust. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
Series 63, Series 65
McHenry, MD
Cetera
David Upole is a financial advisor at Cetera with 27 years of industry experience. He holds the Series 63 and Series 65 credentials and has been with Cetera and affiliated entities since 2015. Outside of his advisory role, he serves as a trust officer for First United Trust and Investments, assisting with financial planning and asset allocation. Cetera Investment Advisers LLC serves a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform that includes discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.
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