Amanda Salo, financial advisor New York NY

Amanda Salo

CRD Number: 5312900
Current Firm: Park Avenue Securities LLC

Amanda Salo (CRD# 5312900) is an Investment Advisor Representative working at Park Avenue Securities LLC in New York, NY and has over 16 years of experience in the finance industry. Amanda Salo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Origin Investment Advisory LLC
Professional Designations
Company Name Location Dates Years
Park Avenue Securities New York, NY Jan 2021 - Current 3
Guardian Life Insurance Company New York, NY Jan 2021 - Current 3
Freelance Musician Greenwood Lake, NY May 2000 - Current 23
Guardian Life Insurance Company Melville, NY Dec 2020 - Jan 2021 < 1
Park Avenue Securities Melville, NY Dec 2020 - Jan 2021 < 1
Guardian Life Insurance Company Raritan, NJ Oct 2020 - Nov 2020 < 1
Park Avenue Securities Raritan, NJ Oct 2020 - Nov 2020 < 1
Guardian Life Insurance Co Of America Latham, NY Feb 2014 - Sep 2020 6
Park Avenue Securities LLC Albany, NY Feb 2014 - Sep 2020 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2007
S65 NASAA Investment Advisors Law Examination Jan 2010
Contact Info for Amanda M. Salo
Phone Number: 1-888-600-4667
Registered State(s):
  • AZ
  • CA
  • CO
  • CT
  • DE
  • DC
  • FL
  • LA
  • ME
  • MA
  • NJ
  • NY
  • NC
  • PA
  • RI
  • SC
  • TX
  • VT
  • VA
  • WA
  • WI
By the Numbers
  • Total Assets Under Management
    11,882
    MILLIONS
  • Total Number of Accounts
    62,811
    ACCOUNTS
  • Average Account Value
    $189,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

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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