Amanda StadlinCRD Number: 5424411
Current Firm: Cadaret Grant & Co Inc.
Amanda Stadlin (CRD# 5424411) is an Investment Advisor Representative working at Cadaret Grant & Co Inc. in Bogota, NJ and has over 9 years of experience in the finance industry.
Cfs Investment Advisory Services LLC
Legacy Care Wealth, LLC
|Cadaret, Grant & Company, Inc.||Bogota, NJ||Sep 2007 - Current||10|
|New Horizon Financial Corporation||Bogota, NJ||Sep 2007 - Current||10|
|Unemployed||Glassboro, NJ||Jun 2007 - Sep 2007||< 1|
|Popular Financial Holdings||Marlton, NJ||Jul 2006 - May 2007||< 1|
|Rowan University||Glassboro, NJ||Sep 2002 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 2008|
|S65||NASAA Investment Advisors Law Examination||Sep 2009|
Total Assets Under Management3,475MILLIONS
Total Number of Accounts18,688ACCOUNTS
Average Account Value$185,929
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV
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