Amanda M Grey

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 11/2019 → 12/2022
  Cadaret Grant & Co., Inc.
  Morris Plains, NJ
• 05/2019 → 11/2019
  Unemployed
  N/A, PA
• 12/2018 → 04/2019
  Circle Wealth Management
  Summit, NJ
• 07/2017 → 11/2018
  John Chrin For Congress
  Skytop, PA
• 04/2017 → 06/2017
  Unemployed
  N/A, PA
• 09/2014 → 03/2017
  Congressman Peter J. Roskam
  Washington, DC
• 12/2022 → Present
  Lpl Financial Llc
  Morris Plains, NJ

Previous Registrations

• 2020-12-23 → 2022-12-02
  Cadaret, Grant & Co., Inc.
  Morris Plains, NJ
  Nutley, NJ

Exams

• S66 Uniform Combined State Law Examination
  2019-09-30

Designations

• Certified Financial Planner

Other Names

• Amanda Margaret Scherb
• Amanda M Scherb