Amanda Lyn Heagerty

Private Client Services, LLC

9 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment Management

Private Client Services, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

633 advisors

Number of Clients

3,251 clients

Average Client Portfolio

$323K average

Assets Under Management

$1.1B

Location

5582 West Henrietta Road, West Henrietta, NY, 14586

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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.

Other Business Activities

Amanda works as a registered investment advisor (RIA) at Horizon Advisory Services, Inc. This activity takes nearly full-time hours, including time during trading hours.

Employment History

Current Registrations

Private Client Services, LLCBroker

January 2021 - Present · 5 yrs 1 mo

Horizon Financial

January 2020 - Present · 6 yrs 1 mo

Previous Registrations

Securities America, INC.Broker

September 2020 - December 2020 · 3 mos

Securities Service Network, LLCBroker

January 2018 - September 2020 · 2 yrs 8 mos

Citizens Securities, INC.Broker

September 2016 - January 2018 · 1 yr 4 mos

State Registrations9 states

FLMAMDNHNYPASCTXVA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.