Amanda Mcgehrin

$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
TX	RA	APPROVED	2026-04-08
MD	RA	APPROVED	2025-11-19

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Annapolis	MD	10/2022	Present
Trident Funding	Annapolis	MD	06/2020	10/2022
Bluewater Yacht Sales	Beaufort	SC	05/2018	06/2020
Annapolis Yacht Sales	Annapolis	MD	10/2014	03/2018
Unemployed	Annapolis	MD	04/2018	05/2018

10/2022 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Annapolis, MD
06/2020 → 10/2022

Trident Funding

Annapolis, MD
05/2018 → 06/2020

Bluewater Yacht Sales

Beaufort, SC
10/2014 → 03/2018

Annapolis Yacht Sales

Annapolis, MD
04/2018 → 05/2018

Unemployed

Annapolis, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-11-19