Amanda Rose Wiener

$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
WA	RA	APPROVED	2025-07-06

Branch Locations

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

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated/Boa	Tacoma	WA	01/2019	Present
Tacoma Art Museum	Tacoma	WA	03/2015	01/2019
University Of Minnesota Morris	Morris	MN	08/2011	07/2019
University Of Washington Tacoma	Tacoma	WA	09/2020	06/2023

01/2019 → Present

Merrill Lynch, Pierce, Fenner & Smith Incorporated/Boa

Tacoma, WA
03/2015 → 01/2019

Tacoma Art Museum

Tacoma, WA
08/2011 → 07/2019

University Of Minnesota Morris

Morris, MN
09/2020 → 06/2023

University Of Washington Tacoma

Tacoma, WA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-07-03

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