Amanda Huong Thi Nguyen

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars
PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

One Bryant Park, New York, NY 10036 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2025-01-14
KS	RA	APPROVED	2025-01-13
TX	RA	APPROVED	2023-09-12
WA	RA	APPROVED	2023-04-27

Branch Locations

10400 Ne 4Th St Pbig - Bellevue Private Wealth, Bellevue, WA 98004 • United States

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Bellevue	WA	04/2008	Present
Amazon	Bellevue	WA	05/2021	10/2021

04/2008 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Bellevue, WA
05/2021 → 10/2021

Amazon

Bellevue, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-04-24