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Amanda A Tappen

First Manhattan Co. LLC

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About Amanda A Tappen

Amanda Tappen is a financial advisor at First Manhattan Co. LLC. Amanda has been in the financial industry for over 18 years and holds Series 7, 63, 86, and 87 licenses. Amanda is a Certified Financial Planner. Amanda has previous experience working at BANC OF AMERICA SECURITIES LLC and Douglas C. Lane & Associates. Amanda specializes in working with High-Net-Worth Individuals, Pension and Profit-Sharing Plans, Charitable Organizations, and Individuals other than High-Net-Worth. Amanda also provides financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Amanda Tappen is currently registered with First Manhattan Co. LLC. First Manhattan Co. LLC is an investment advisor based in NEW YORK, NY. With over $31 billion in regulatory assets under management, they offer financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. They participate in wrap fee programs.
First Manhattan Co. LLC

399 PARK AVENUE

NEW YORK, NY 10022

$31.83B

Assets Under Management

Not reported

Total Clients

45

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Amanda Tappen’s Registration & Firm History

NY

06/05/2024 - Present

First Manhattan Co. LLC (NEW YORK NY)

NY

06/14/2005 - 03/05/2008

BANC OF AMERICA SECURITIES LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/29/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/19/2007

Series 86 - Research Analyst Exam - Part I Analysis Module

BC

Issued 08/17/2006

Series 87 - Research Analyst Exam - Part II Regulations Module

BC

Issued 06/13/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda A Tappen.
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