AH
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Amanda Haywood

3 Years of Experience
New York, NY
Broker

Amanda Haywood is a registered investment advisor at UBS Asset Management (americas) LLC, based in New York, NY, with 3 years of industry experience. Amanda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 399,225 clients with $540B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
31 advisors
Number of Clients
399,225 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$542.2B

Fee Structure

Investment management only (planning not offered)

UGA does not have a standard fee schedule. UGA generally receives management fees equal to a percentage of assets under management. In some cases, UGA receives a fixed fee for its services. UGA may also receive performance-based fees. Fees are negotiated on a client-by-client basis and are based, in part, on the size and scope of the relationship, investment vehicle’s particular structure, investment process and other factors.

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Location

1285 Avenue of the Americas, New York, NY, 10019

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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 works as a squash coach on Sundays, teaching children and adults. This activity is not investment-related.

Employment History
Current Registrations
UBS Asset Management (americas) LLC
July 2024 - Present · 1 yr 9 mos
UBS Asset Management (US) INC.Broker
July 2024 - Present · 1 yr 9 mos
Previous Registrations
UBS Financial Services INC.
September 2022 - July 2024 · 1 yr 10 mos
UBS Financial Services INC.Broker
September 2022 - July 2024 · 1 yr 10 mos
State Registrations1 state
NY
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 Haywood - Financial Advisor | TrueAdvisor