Amanda CastellanoCRD Number: 7110354
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Amanda Castellano (CRD# 7110354) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Stamford, CT and has over 3 years of experience in the finance industry.
Park Avenue Securities LLC
Cetera Advisor Networks LLC
Lincoln Financial Advisors Corporation
|Bank Of America, N.a.||Stamford, CT||Jun 2019 - Current||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Stamford, CT||Apr 2019 - Current||3|
|Self Employed||New York, NY||Jan 2015 - Apr 2019||4|
|Functional Fitness & Training||Brooklyn, NY||Jan 2011 - Jan 2015||4|
|St Francis College||Brooklyn, NY||Sep 2010 - Jun 2014||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2019|
Total Assets Under Management1,283,838MILLIONS
Total Number of Accounts2,825,602ACCOUNTS
Average Account Value$454,359
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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
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