Invested Better
Unclaimed

Unclaimed

Unclaimed

Amanda Lee Lewis

Blackrock Investment Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Amanda? Claim Your Profile

About Amanda Lee Lewis

Amanda Lee Lewis is an Investment Advisor Representative with Blackrock Investment Management, LLC. Amanda has been working in the industry since May 12, 1998. Amanda is currently registered in 55 states and the District of Columbia. Amanda's current registrations include Series 6, Series 7, Series 63, Series 66, and SIE. Amanda has previously been employed at Columbia Management Investment Distributors, Inc. and Sun Life of Canada (U.S.) Distributors, Inc.

Firm Information

Amanda Lewis is currently registered with Blackrock Investment Management, LLC. Blackrock Investment Management, LLC is an investment advisor with approximately $1 billion - $10 billion in assets under management. The firm provides portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They also offer selection of other advisors services. Blackrock Investment Management, LLC is registered with the SEC and has offices in PRINCETON, NJ.
Blackrock Investment Management, LLC

1 UNIVERSITY SQUARE DRIVE

PRINCETON, NJ 08540

$458.19B

Assets Under Management

73

Total Clients

646

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.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

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

check

performance-based fees

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Amanda Lewis’s Registration & Firm History

NJ

03/03/2015 - Present

Blackrock Investment Management, LLC (PRINCETON NJ)

MA

05/01/2010 - 02/18/2015

COLUMBIA MANAGEMENT INVESTMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

11/01/1999 - 05/01/2010

COLUMBIA MANAGEMENT DISTRIBUTORS, INC. (BOSTON MA)

MA

04/20/1998 - 10/20/1999

SUN LIFE OF CANADA (U.S.) DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

Not sure if Amanda Lee Lewis is right for you?

Licenses & Designations

BOTH

Issued 08/04/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/21/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/06/2008

Series 7 - General Securities Representative Examination

BC

Issued 04/17/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Amanda Lee Lewis.
Not sure if Amanda Lee Lewis is right for you?