Margaret Riley (CRD# 7567914) is an Investment Advisor Representative working at Amundi Asset Management Us, Inc. in Boston, MA and has 1 year of experience in the finance industry.
CRD# 5046672
Lido
CRD# 5158798
Fidelity Personal And Workplace Advisors
CRD# 2931470
Scs Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amundi Distributor Us, Inc. | Boston, MA | Jul 2023 - Current | < 1 |
| Fidelity Investments | Smithfield, RI | May 2022 - Jun 2023 | 1 |
| Providence College | Providence, RI | Aug 2019 - May 2022 | 2 |
| Providence College | Providence, RI | Aug 2021 - Feb 2022 | < 1 |
| Providence Parks Department | Providence, RI | Nov 2021 - Jan 2022 | < 1 |
| Benefitness Health Club | Brookline, MA | Jun 2021 - Jan 2022 | < 1 |
| Yardhouse Restaurants (darden) | Boston, MA | Jun 2021 - Oct 2021 | < 1 |
| Skating Club Of Boston | Boston, MA | Jul 2018 - Aug 2019 | 1 |
| Brookline High School | Brookline, MA | Sep 2015 - Jun 2019 | 3 |
| William H. Lincoln Elementary School | Brookline, MA | Sep 2011 - Jun 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2022 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
- MA
-
Total Assets Under Management99,749MILLIONS
-
Total Number of Accounts260ACCOUNTS
-
Average Account Value$383,651,419
- 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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