Amanda Mchugh Stilwell

Employer firm

The Wealth Boutique CRD 317291

$121M regulatory AUM 29 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2016 → Present
  The Assurance Group
  Greenville, SC
• 11/2019 → 02/2023
  Alphastar Capital Management, Llc
  Cornelius, NC
• 02/2023 → Present
  The Wealth Boutique Dba As Clarity Financial Advisory
  Chester, NJ

Previous Registrations

• 2019-12-03 → 2023-04-19
  Alphastar Capital Management
  Cornelius, NC
  Greenville, SC
• 2018-04-17 → 2019-11-26
  Regal Investment Advisors Llc
  Greenville, SC
  Kentwood, MI

Other Businesses

The Assurance Group, Investment Related, 3453 Pelham Road, Suite 204, Greenville, SC 29615, District Sales Director, Insurance Sales: Life, Health, Fixed Index Annuities. 195 hours per month

Exams

• S65 Uniform Investment Adviser Law Examination
  2018-04-17

Other Names

• Amanda Belle Mchugh