Amanda Lynn D'APrile

Employer firm

Forum Financial Management, LP CRD 145706

$8.69B regulatory AUM 155 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 01/2020 → Present
  Forum Financial Management, Lp
  Lombard, IL
• 01/2016 → 07/2017
  Kpmg
  Raleigh, NC
• 12/2019 → 11/2022
  Stark & Basila Cpas Pc
  Cohoes, NY
• 07/2017 → 11/2019
  Kpmg
  Raleigh, NC
• 12/2022 → Present
  Stark & D'APrile Cpas Pc
  Cohoes, NY

Other Businesses

1) Stark & D'Aprile CPAs PC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Accounting and tax services; Vice President and Certified Public Accountant; 12/2022; 180 hours/month devoted; 32 hours during securities trading hours; Tax return preparation and review and other accounting procedures. 2) 132 Mohawk Street LLC; Not investment-related; 132 Mohawk Street, Cohoes, NY 12047; Real estate; Member; 8/2022; 5 hours/month devoted; 5 hours during securities trading hours; Collect rent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-02-12

Other Names

• Amanda Lynn Stark