Brent Abendroth (CRD# 6224921) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has over 9 years of experience in the finance industry.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 6319566
Artemis Financial Advisors
CRD# 6794724
Origin Financial
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pioneer Investment Management, Inc. | Boston, MA | Oct 2014 - Current | 8 |
| Putnam Inv/putnam Retail Management | Andover, MA | Jul 2013 - Oct 2014 | 1 |
| Clark University | Worcester, MA | Aug 2012 - Jul 2013 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
- MA
-
Total Assets Under Management90,613MILLIONS
-
Total Number of Accounts251ACCOUNTS
-
Average Account Value$361,008,334
- A percentage of assets under your management
- Performance-based fees
- 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)
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, VI, VT, WA, WI, WV, WY
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