AV
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Amanda Vaught

8 Years of Experience
Brooklyn, NY

Amanda Vaught is a registered investment advisor at Propel Financial Advisors, LLC, based in Brooklyn, NY, with 8 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 111 clients with $39M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
111 clients
Average Client Portfolio
$350K average
Assets Under Management
$38.8M

Fee Structure

This firm manages your investments for a fee based on a percentage of the value of your portfolio. The specific percentage is not listed in this document.

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Location

Brooklyn, NY

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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 member and landowner at Elise Farms LLC since 2016. This non-investment related activity requires minimal time.

Employment History
Current Registrations
Propel Financial Advisors, LLC
December 2018 - Present · 7 yrs 5 mos
Previous Registrations
Mitchell Vaught & Taylor INC
October 2017 - December 2018 · 1 yr 2 mos
State Registrations2 states
ILNY
Advisor

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.