Amanda Abdoo, financial advisor Rochester NY
89 score

Amanda Abdoo

CRD Number: 5597000
Current Firm: Apfs Wealth Management, Inc.

Amanda Abdoo (CRD# 5597000) is an Investment Advisor Representative working at Apfs Wealth Management, Inc. in Rochester, NY and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Apfs Wealth Management, Inc. Rochester, NY Oct 2013 - Current 4
American Portfolios Financial Services Rochester, NY Sep 2008 - Current 9
Penfield Country Club Penfield, NY Sep 2007 - Mar 2009 1
Barthelmes Manufacturing Company Rochester, NY Dec 2006 - Apr 2008 1
Rochester Riverside Convention Center Rochester, NY Dec 2002 - Mar 2008 5
Genesee Valley Country Club Rochester, NY Apr 2007 - Sep 2007 < 1
Suny Brockport Brockport, NY Aug 2003 - May 2007 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Amanda R. Abdoo
Phone Number: 585-348-9525
Firm Website:
Registered State(s):
  • CA
  • SC
  • OH
  • CO
  • FL
  • IL
  • GA
  • NH
  • MA
  • NE
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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