Amanda Kennedy Skrivanich

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION 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

• 05/2015 → 01/2022
  Fidelity Brokerage Services Llc
  Seattle, WA
• 07/2018 → 01/2022
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 01/2022 → 09/2023
  Cpwm, Llc
  Seattle, WA
• 01/2023 → 09/2023
  Ci Columbia Pacific Private Wealth
  Seattle, WA
• 01/2023 → 09/2023
  Cipw Service Company, Llc
  Seattle, WA
• 09/2023 → Present
  Ep Wealth Advisors, Llc
  Torrance, CA

Previous Registrations

• 2023-02-21 → 2023-10-12
  Corient
  Seattle, WA
• 2022-02-07 → 2023-08-31
  Columbia Pacific Wealth Management
  Seattle, WA
• 2018-07-13 → 2022-01-21
  Fidelity Personal And Workplace Advisors
  Boston, MA
• 2016-06-29 → 2018-07-13
  Strategic Advisers Llc
  Seattle, WA

Exams

• S66 Uniform Combined State Law Examination
  2015-09-11

Designations

• Certified Financial Planner

Other Names

• Amanda Leigh Kennedy
• Amanda Leigh Skrivanich