Amanda G Kagarabi

$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	2024-08-13
WA	RA	APPROVED	2024-06-04

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Kenmore	WA	12/2023	Present
University Of Washington	Seattle	WA	09/2019	08/2023
Jennifer Vickers	Edmonds	WA	06/2023	12/2023
Unemployed	Shoreline	WA	12/2013	09/2019
Bank Of America, N.A	Kenmore	WA	02/2024	Present

12/2023 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Kenmore, WA
09/2019 → 08/2023

University Of Washington

Seattle, WA
06/2023 → 12/2023

Jennifer Vickers

Edmonds, WA
12/2013 → 09/2019

Unemployed

Shoreline, WA
02/2024 → Present

Bank Of America, N.A

Kenmore, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-06-01

Nearby Firms