Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
82 advisors
Number of Clients
1,042 clients
Average Client Portfolio
$108.6M average
Assets Under Management
$113.2B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

51 Madison Avenue, New York, NY, 10010

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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 a landlord for a rental property, though a property management company handles the duties. She also serves on the investment committee for the Executive Women International Scholarship Fund of Western Washington, dedicating minimal time each month.

Employment History
Current Registrations
New York Life Investment Management LLC
May 2011 - Present · 14 yrs 9 mos
Nylife Distributors LLC
January 2011 - Present · 15 yrs 1 mo
Nylife Distributors LLCBroker
January 2011 - Present · 15 yrs 1 mo
Previous Registrations
Eagle Strategies LLC
January 2011 - May 2011 · 4 mos
AXA Advisors, LLC
January 2009 - January 2011 · 2 yrs
AXA Advisors, LLCBroker
November 2008 - January 2011 · 2 yrs 2 mos
State Registrations7 states
AKCAIDMTORWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.