Amanda RysiewiczCRD Number: 5794953
Current Firm: Assetmark, Inc.
Amanda Rysiewicz (CRD# 5794953) is an Investment Advisor Representative working at Assetmark, Inc. in Concord, CA and has over 7 years of experience in the finance industry.
Polaris Wealth Advisory Group
Monetary Management Corporation
Wealth & Tax Planners
|Assetmark Brokerage, LLC||Phoenix, AZ||Aug 2014 - Current||6|
|Assetmark, Inc.||Phoenix, AZ||Oct 2013 - Current||7|
|Capital Brokerage Corporation||Chicago, IL||Oct 2013 - Aug 2014||< 1|
|Northwestern Mutual Investment Services, LLC||Chicago, IL||Feb 2013 - Sep 2013||< 1|
|Kevin Willoughby||Chicago, IL||Nov 2012 - Sep 2013||< 1|
|Kevin Willoughby||Chicago, IL||Oct 2012 - Nov 2012||< 1|
|Jpmorgan Chase Bank||Geneva, IL||Jun 2012 - Oct 2012||< 1|
|Purdue University||West Lafayette, IN||Aug 2008 - May 2012||3|
|Maza Restaurant||West Lafayette, IN||Feb 2012 - Mar 2012||< 1|
|Levy Restaurants||Highland Park, IL||May 2011 - Aug 2011||< 1|
|Northwestern Mutual Life Insurance Company||Milwaukee, WI||Jun 2010 - Jun 2011||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2013|
Total Assets Under Management38,785MILLIONS
Total Number of Accounts211,165ACCOUNTS
Average Account Value$183,672
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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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