Amanda Legler

Employer firm

Schwab Wealth Advisory, Inc. CRD 159035

168,774 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 03/2016 → 01/2024
  Sym Financial Advisors
  Indianapolis, IN
• 01/2024 → Present
  Charles Schwab & Co., Inc.
  Indianapolis, IN

Previous Registrations

• 2020-01-21 → 2024-01-09
  Sym Financial Advisors
  Carmel, IN
  Indianapolis, IN
• 2015-12-18 → 2016-03-21
  Vertical Wealth, Llc
  Indianapolis, IN
• 2013-05-31 → 2014-11-21
  Principal Securities, Inc.
  Indianapolis, IN

Other Businesses

Purdue University HTM Strategic Alliance Council|Investment Related:No|610 Purdue Mall;West Lafayette;IN;47906;United States|Education|Council Member|2021-10-01|HoursPerMonth:Less than 20|HoursSpentduringSecurityTrading:0|Attend council meetings to discuss educational opportunities for students, course and education program developments.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-15
• S66 Uniform Combined State Law Examination
  2013-04-16

Designations

• Certified Financial Planner

Other Names

• Amanda Nicole Coty
• Amanda Nicole Coty
• Amanda Nicole Legler