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Amanda Englert

12 Years of Experience
Greensburg, PA
Broker

Amanda Englert is a registered investment advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated, based in Greensburg, PA, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,738,212 clients with $1500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
25581 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B

Fee Structure

Investment management only (planning not offered)

The program's fees consist of two parts: the fee you pay to Bank of America for its services, and a fee for the specific investment strategy you choose. The strategy fee, called the Style Manager Expense, generally ranges from 0.00% to 0.50% of your assets annually. Clients investing in strategies managed by related entities will not be charged a Style Manager Expense.

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Location

1225 S Main St, Greensburg, PA, 15601

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Amanda is a co-owner of JMCCC LLC, a limited liability company that manages a beachfront investment property in Myrtle Beach for short-term vacation rentals. She dedicates minimal time to this activity.

Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - Present · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
November 2016 - Present · 9 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2016 - Present · 9 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLC
May 2014 - November 2016 · 2 yrs 6 mos
Wells Fargo Advisors, LLCBroker
March 2014 - November 2016 · 2 yrs 8 mos
Morgan Stanley
February 2014 - April 2014 · 2 mos
Morgan StanleyBroker
October 2013 - April 2014 · 6 mos
State Registrations29 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Amanda Englert - Financial Advisor | TrueAdvisor