Amanda EnglertCRD Number: 5910532
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amanda Englert (CRD# 5910532) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Greensburg, PA and has over 4 years of experience in the finance industry.
C.b. Bond Financial Planning, Inc.
Staley Capital Advisers Inc.
Xpyria Investment Advisors, Inc.
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Greensburg, PA||Nov 2016 - Current||1|
|Wells Fargo Advisors LLC||Greensburg, PA||Mar 2014 - Nov 2016||2|
|Morgan Stanley||Greensburg, PA||Apr 2011 - Mar 2014||2|
|Bny Mellon||Pittsburgh, PA||Oct 2007 - Mar 2011||3|
|Pittsburgh Penguins||Pittsburgh, PA||Sep 2006 - May 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2014|
Total Assets Under Management639,574MILLIONS
Total Number of Accounts1,831,494ACCOUNTS
Average Account Value$349,209
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY