Amanda Ruth Wolcott Birdsall

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2008 → Present
  Raymond James Financial Services
  Portland, OR
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Portland, OR
• 05/2014 → Present
  The Commerce Company
  Portland, OR
• 04/2015 → 08/2022
  The Curiel Group
  Portland, OR

Previous Registrations

• 2007-03-27 → 2008-05-07
  Wells Fargo Investments, Llc
  San Francisco, CA

Other Businesses

(1)Name of Business: The Commerce Company Address: 5400 SW Westgate Dr Ste 105, Portland, OR, 97221, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 05/11/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Staff of The Commerce Company

Exams

• S66 Uniform Combined State Law Examination
  2007-03-26

Other Names

• Amanda Ruth Wolcott Bonds
• Amanda Ruth Wolcott Bonds
• Amanda Ruth Wolcott Gleason
• Amanda Ruth Wolcott Gleason