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Amanda Christina Preston

3edge Asset Management, LP

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About Amanda Christina Preston

Amanda Preston is a financial advisor with over 6 years of experience in the financial industry. Amanda is a Certified Financial Planner™ professional and holds the Series 7, Series 65, and SIE licenses. She is currently registered with 3edge Asset Management, LP in California, Massachusetts, and Texas. Prior to joining 3edge Asset Management, LP, Amanda worked as a financial advisor at Morgan Stanley. She has experience working with a variety of clients, including high-net-worth individuals, corporations, and charitable organizations. Amanda is passionate about helping her clients achieve their financial goals. She believes in a personalized approach to financial planning and takes the time to understand each client's unique needs and objectives.

Firm Information

Amanda Preston is currently registered with 3edge Asset Management, LP. 3edge Asset Management, LP is an investment advisor registered with the SEC and based in Naples, Florida. The firm primarily provides financial planning, portfolio management for individuals and businesses, and investment models to unaffiliated advisors. 3edge manages approximately $1.33 billion in assets for 2,216 client accounts, including high-net-worth individuals, corporations, charitable organizations, pension plans, and individuals other than high-net-worth.
3edge Asset Management, LP

999 VANDERBILT BEACH ROAD

NAPLES, FL 34108

$1.33B

Assets Under Management

12

Total Clients

12

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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provide investment models to unaffiliated advisors

Provide investment models to unaffiliated advisors

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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Amanda Preston’s Registration & Firm History

FL

01/22/2024 - Present

3edge Asset Management, LP (NAPLES FL)

MA

04/30/2018 - 08/09/2018

MORGAN STANLEY (BOSTON MA)

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Licenses & Designations

IA

Issued 11/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/09/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/2018

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amanda Christina Preston.
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