Amanda Berger Burdick

Employer firm

Janney Montgomery Scott LLC CRD 463

$110B regulatory AUM 1,031 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

• 10/2013 → 07/2019
  Huntington National Bank
  Beaver Falls, PA
• 07/2015 → 07/2019
  The Huntington Investment Company
  Columbus, OH
• 07/2019 → 08/2025
  Janney Montgomery Scott Llc
  Philadelphia, PA
• 08/2025 → 07/2026
  Janney Montgomery Scott Llc
  Wexford, PA
• 07/2026 → Present
  Janney Montgomery Scott Llc
  Wexford, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-08-02
• S63 Uniform Securities Agent State Law Examination
  2015-09-16

Other Names

• Amanda Lynn Berger