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Amanda Christina Preston

3Edge Asset Management, LP

Naples, FL

Los Angeles, CA

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Current Employers
3Edge Asset Management, Lp

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-22
CA RA APPROVED 2023-09-21
MA RA APPROVED 2022-11-17
  • TX RA
    APPROVED
    Since 2024-01-22
  • CA RA
    APPROVED
    Since 2023-09-21
  • MA RA
    APPROVED
    Since 2022-11-17

Branch Locations

999 Vanderbilt Beach Road Suite 200, Naples, FL 34108 • United States

6060 Center Drive 10Th Floor, Los Angeles, CA 90045 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Boston MA 06/2017 08/2018
Endicott College Beverly MA 09/2014 06/2017
Windham Capital Management Boston MA 08/2018 10/2022
3Edge Asset Management, Lp Boston MA 10/2022 08/2023
3Edge Asset Management, Lp Los Angeles CA 09/2023 Present
  • 06/2017 → 08/2018
    Morgan Stanley
    Boston, MA
  • 09/2014 → 06/2017
    Endicott College
    Beverly, MA
  • 08/2018 → 10/2022
    Windham Capital Management
    Boston, MA
  • 10/2022 → 08/2023
    3Edge Asset Management, Lp
    Boston, MA
  • 09/2023 → Present
    3Edge Asset Management, Lp
    Los Angeles, CA
Previous Registrations
  • 2018-11-13 → 2022-11-02
    Windham Capital Management, Llc
    Cambridge, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-11-13
  • S65 Uniform Investment Adviser Law Examination
    2018-11-13
Designations

View on SEC IAPD

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Other Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN
SAEGER CAY OLSEN
MIGUEL ALEJANDRO ALVAREZ
Manuel Espinosa
Ethan Nathaniel Stern
DAVID MATTHEW WHITTAKER

Other Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL
J.P. MORGAN SECURITIES LLC · NAPLES, FL
SYNOVUS SECURITIES, INC. · NAPLES, FL
LPL FINANCIAL LLC · NAPLES, FL
CAPITAL WEALTH PLANNING, LLC · NAPLES, FL
AMERIPRISE FINANCIAL SERVICES, LLC · NAPLES, FL

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