Amanda Whately, financial advisor Denver CO

Amanda Whately

CRD Number: 5468722
Current Firm: D.a. Davidson & Company

Amanda Whately (CRD# 5468722) is an Investment Advisor Representative working at D.a. Davidson & Company in Denver, CO and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
D. A. Davidson & Co Great Falls, VA Sep 2023 - Current < 1
Suntrust Investment Services, Inc. Atlanta, GA Oct 2020 - Aug 2023 2
Suntrust Advisory Services, Inc. Atlanta, GA Oct 2020 - Aug 2023 2
Bb&t Securities Richmond, VA Oct 2017 - Aug 2023 5
Securian Financial Services, Inc. St Paul, MN Jul 2011 - Oct 2017 6
Virgina Asset Management Midlothan, VA Jul 2011 - Oct 2017 6
Minnesota Life Ins Co St Paul, MN Jul 2011 - Oct 2017 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Amanda L. Whately
Phone Number: 406-727-4200
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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)
  • Publication of periodicals or newsletters
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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