Amanda PelisariCRD Number: 6533587
Current Firm: Vanguard Advisers, Inc.
Amanda Pelisari (CRD# 6533587) is an Investment Advisor Representative working at Vanguard Advisers, Inc. in Charlotte, NC and has over 5 years of experience in the finance industry.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Ubs Financial Services Inc.
|The Vanguard Group, Inc.||Charlotte, NC||Jun 2016 - Current||5|
|Meliora Wealth Management LLC||Rochester, NY||Jul 2015 - May 2016||< 1|
|University Of Rochester||Rochester, NY||Aug 2012 - May 2016||3|
|National Ms Society - Upstate Ny Chapter||Rochester, NY||May 2015 - Aug 2015||< 1|
|Crazy Mocha||Monroeville, PA||Jun 2012 - Aug 2014||2|
|Penn Hills School District||Pittsburgh, PA||Jun 2006 - Jun 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2016|
|S65||NASAA Investment Advisors Law Examination||Oct 2018|
Total Assets Under Management276,525MILLIONS
Total Number of Accounts518,715ACCOUNTS
Average Account Value$533,097
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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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