Amber Soden

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About Amber Soden

Amber Soden is a Financial Advisor and Portfolio Manager based in the Chrysler East office in Midtown Manhattan, steps from Grand Central Station. She focuses on helping individuals and families navigate life's most complex financial transitions through comprehensive wealth management, retirement planning, and tailored investment strategies. Amber is known for her success in guiding clients through significant milestones, such as retirement transitions, divorce financial planning, inheritance and estate planning, and business exits. Her approach simplifies complexity and delivers strategic, tax-efficient solutions for long-term financial success. As a Portfolio Manager, Amber offers a fee-based schedule, providing clients transparency, flexibility, and advice aligned with their best interests. A cornerstone of Amber's approach is financial education and coaching. She helps ensure clients thoroughly understand their portfolios, what they own, why they own it, and how it fits into their broader plan. Her dedication extends beyond managing wealth; she helps clients organize their financial lives with a focus on multi-generational estate planning, legacy building, and goal-oriented investing.
Amber serves clients both in-person and virtually, focusing on professionals, entrepreneurs, and families who value customized portfolio construction, clarity in decision-making, and a long-term advisory relationship. Outside of work, Amber enjoys scuba diving, traveling, and fishing at her remote off-grid cabin in Ontario. She also enjoys carpentry projects, cooking, and exploring the vibrant culture and energy of NYC.

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General Information

Firm Start Year

1925

No. of Employees

CRD#

5298240

Firm CRD#

States Licensed in

AZ CA CO CT DC FL GA IA IL IN KY LA MA ME MI MN MO MS NC NE NH NJ NM NY OH PA RI SC TN TX VA VT WA WI WY

Years of Experience in Financial Services

Work Experience

With a career in the financial services industry since 2007, Amber brings deep expertise in personalized portfolio management, operational excellence, and branch leadership. Her experience spans top firms including Fidelity Investments, Charles Schwab, and Merrill Lynch, which sharpened her ability to deliver high-level service to discerning clients.

Work with the following types of clients

Investment Clubs, Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Financial Planning for Businesses, Education Funding and Planning

Compliance

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 9, Series 10, Series 63, Series 7, Series 6, Series 66

Insurance and Annuity Licenses

Variable Life, Long Term Care, Variable Annuity, Life, Annuity, Accident, Disability

Firm Information

Assets Managed by Advisor

64,000,000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Based on Assets, Commissions

Education

Bachelor of Science - Major: Psychology Minor: Statistics

Northern Kentucky University
08/01/2003 -05/01/2011

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1893246/paladinregistry-Oppenheimer-&-Co.-Inc.-detailed-disclosure.html

Disclaimer

https://www.oppenheimer.com/legal

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Paladin Research Report For:

Oppenheimer & Co. Inc.