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Amanda Marie Phillips-Desaverio

Fiducient Advisors LLC

Chicago, IL

Wealthspire Advisors

Denver, CO

CRD 7282750

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Employer firm

Fiducient Advisors LLC CRD 106720

$97.5B regulatory AUM 884 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Fiducient Advisors Llc

500 W Madison Street Suite 3260, Chicago, IL 60661-4593 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-06-26
  • CO RA
    APPROVED
    Since 2026-06-26

Branch Locations

500 W. Madison Street, Suite 3260, Chicago, IL 60661 • United States

Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-01-03
  • CO RA
    APPROVED
    Since 2025-01-03

Branch Locations

2000 South Colorado Blvd, Tower One, Ste 9000, Denver, CO 80222 • 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
Corundum Group, Inc. Denver CO 06/2020 Present
Sunflower Bank Denver CO 02/2016 06/2020
Previous Registrations
Designations
  • Certified Financial Planner
Other Names
  • Amanda Marie Phillips

View on SEC IAPD

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