Amanda Ebley, financial advisor Annapolis MD
93 score

Amanda Ebley

CRD Number: 5550472
Current Firm: Strategic Advisers, Inc.

Amanda Ebley (CRD# 5550472) is an Investment Advisor Representative working at Strategic Advisers, Inc. in Annapolis, MD and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Annapolis, MD May 2014 - Current 2
Pnc Investments Pittsburgh, PA May 2013 - Apr 2014 < 1
Pnc Investments Pittsburgh, PA Jun 2012 - May 2013 < 1
Pnc Investments Inc. Pittsburgh, PA Sep 2010 - Jun 2012 1
Pnc Bank Annapolis, MD Apr 2010 - Sep 2010 < 1
Morgan Stanley Smith Barney Baltimore, MD Jun 2009 - Apr 2010 < 1
Citigroup Global Markets Inc. Baltimore, MD Oct 2008 - Jun 2009 < 1
Morgan Stanley Annapolis, MD Jun 2008 - Oct 2008 < 1
University Of South Fl Tampa, FL Aug 2004 - May 2008 3
Suntrust Tampa, FL Apr 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2009
Contact Info for Amanda J. Ebley
Phone Number: 617-563-7000
Firm Website: https://www.fidelity.com
Registered State(s):
  • MD
  • TX
By the Numbers
  • Total Assets Under Management
    236,390
    MILLIONS
  • Total Number of Accounts
    619,100
    ACCOUNTS
  • Average Account Value
    $381,828
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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