Lidia G Amodei

Employer firm

Attleboro Wealth Management LLC CRD 318056

$129M regulatory AUM

Reported services (Item 5G)

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

• 05/2012 → 11/2021
  Wells Fargo Funds Management, Llc
  Wilmington, DE
• 11/2021 → 03/2024
  Allspring Funds Management, Llc
  Wilmington, DE
• 03/2024 → 05/2025
  Unemployed
  Yardley, PA
• 05/2025 → Present
  Attleboro Wealth Management Llc
  Yardley, PA

Previous Registrations

• 2016-12-22 → 2024-01-31
  Allspring Funds Management, Llc
  Wilmington, DE
  Yardley, PA
• 2012-05-22 → 2014-12-31
  Allspring Funds Management, Llc
  Charlotte, NC
• 2004-06-23 → 2012-05-01
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
• 1997-04-23 → 2004-05-25
  Vanguard Advisers, Inc.
  Malvern, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-12-02
• S63 Uniform Securities Agent State Law Examination
  1993-11-18

Designations

• Certified Financial Planner
• Chartered Financial Analyst