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Amanda Grace Zapatka

Innovative Asset Advisors Group

Shelton, CT

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Current Employers
Innovative Asset Advisors Group

1 Enterprise Drive, Suite 425, Shelton, CT 06484 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-03-18
  • CT RA
    APPROVED
    Since 2026-03-18

Branch Locations

1 Enterprise Drive, Suite 425, Shelton, CT 06484 • 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
St. Mary School Milford CT 08/2025 Present
Stay At Home Mom Orange CT 11/2014 08/2025
Innovative Asset Advisors Group Shelton CT 03/2026 Present
  • 08/2025 → Present
    St. Mary School
    Milford, CT
  • 11/2014 → 08/2025
    Stay At Home Mom
    Orange, CT
  • 03/2026 → Present
    Innovative Asset Advisors Group
    Shelton, CT
Other Businesses

Preschool teacher at St. Mary School of Milford, Connecticut not investment related approximately 38hours per week. Expected termination of this business engagement is June 5, 2026.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-09
  • S65 Uniform Investment Adviser Law Examination
    2026-03-09
Other Names
  • Amanda Grace Vargo

View on SEC IAPD

Other Firms

MML INVESTORS SERVICES, LLC
RB CAPITAL MANAGEMENT, LLC
WRIGHT INVESTORS SERVICE INC
THE WINTHROP CORPORATION
WRIGHT PRIVATE ASSET MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PROCYON

Other Investors

JOSEPH JOHN TODICE
CHARLES MELFORD HITE
JOHN MEAD FOREMAN
ANDREW DOMINICK ROSELLI
DANIELA GERHARD
JEREMY HUS
CHRISTOPHER HOLLEY
BRIAN MICHAEL WARD

Other Offices

MML INVESTORS SERVICES, LLC · SHELTON, CT
RB CAPITAL MANAGEMENT, LLC · Shelton, CT
WRIGHT INVESTORS SERVICE INC · SHELTON, CT
THE WINTHROP CORPORATION · SHELTON, CT
WRIGHT PRIVATE ASSET MANAGEMENT LLC · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · SHELTON, CT
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · SHELTON, CT
AMERIPRISE FINANCIAL SERVICES, LLC · Shelton, CT

More in Shelton, CT

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