Amelia Gage is a registered investment advisor, based in Dover, NH, with 8 years of industry experience.
Location
Dover, NH
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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.
Learn about disclosures →Employment History
Current Registrations
Manning & Napier Investor Services, INC.Broker
May 2023 - Present · 2 yrs 11 mos
Manning & Napier Advisors, LLC
May 2023 - Present · 2 yrs 11 mos
Manning & Napier Investor Services, INC.
May 2023 - Present · 2 yrs 11 mos
Previous Registrations
LPL Financial LLC
July 2021 - April 2023 · 1 yr 9 mos
LPL Financial LLCBroker
July 2021 - April 2023 · 1 yr 9 mos
Waddell & Reed
September 2019 - July 2021 · 1 yr 10 mos
Waddell & ReedBroker
June 2019 - July 2021 · 2 yrs 1 mo
Santander Securities LLCBroker
October 2017 - February 2019 · 1 yr 4 mos
State Registrations2 states
NHNY
AdvisorBroker
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.