AE
AE

Amanda Rachel Esteves

13 Years of Experience
Broker
Areas of Practice
Retirement PlanningEducation PlanningEstate PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9179 advisors
Number of Clients
574,829 clients
Average Client Portfolio
$348K average
Assets Under Management
$200.3B

Fee Structure

Minimum Investment:$5.5K
Financial Planning:Investment management only
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Location

350 Linden Oaks, Suite 140, Rochester, NY, 14625

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda is an investment advisor representative at Novem Group and a registered assistant at Osaic Wealth, Inc., each taking up a significant portion of her time. She also serves as a board member for Novem Foundation, dedicating minimal time to this role.

Employment History
Current Registrations
Osaic Wealth, INC.Broker
October 2024 - Present · 1 yr 4 mos
Novem Group
October 2013 - Present · 12 yrs 4 mos
Previous Registrations
American Portfolios Financial Services, INC.Broker
March 2012 - October 2024 · 12 yrs 7 mos
State Registrations52 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.