Amanda Friedman is a registered investment advisor at LPL Financial LLC, based in Saratoga Springs, NY, with 12 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
18 Division Street, Ste 305, Saratoga Springs, NY, 12866
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Amanda operates Saratoga Financial Services as a DBA for her LPL business since 2018. She also owns Chocolate Horse Stable since January 2025, dedicating minimal time to it.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLCBroker
State Registrations15 states
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