linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Jonathan Joseph Amoia

Sandhill Investment Management

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

About Jonathan Joseph Amoia

Jonathan Amoia is an investment advisor representative registered with Sandhill Investment Management in Buffalo, NY. Jonathan is a Registered Representative with licenses in Series 6, 7, 31 and 63 as well as Series 65. Jonathan has worked as an advisor for over 15 years. Jonathan has worked in the securities industry since 2004 and has worked with clients in New York. Jonathan has previously held roles with Citigroup Global Markets Inc. and Manning & Napier Investor Services, Inc.

Firm Information

Jonathan Amoia is currently registered with Sandhill Investment Management. Sandhill Investment Management is an investment advisory firm based in Buffalo, NY. They provide portfolio management services for individuals, businesses, and pooled investment vehicles. They manage over $2.12 billion in regulatory assets under management for over 3,261 clients.
Sandhill Investment Management

40 FOUNTAIN PLAZA

BUFFALO, NY 14202

$2.13B

Assets Under Management

3

Total Clients

17

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

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.

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

other

Client optional additional bonus

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Jonathan Amoia’s Registration & Firm History

NY

06/06/2021 - Present

Sandhill Investment Management (BUFFALO NY)

NY

03/07/2008 - 03/28/2014

CITIGROUP GLOBAL MARKETS INC. (GETZVILLE NY)

NY

08/31/2004 - 09/19/2005

CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)

NY

07/02/2004 - 07/27/2004

MANNING & NAPIER INVESTOR SERVICES, INC. (FAIRPORT NY)

Not sure if Jonathan Joseph Amoia is right for you?

Licenses & Designations

BC

Issued 03/10/2008

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 09/22/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/21/2004

Series 31 - Futures Managed Funds Examination

BC

Issued 09/09/2004

Series 7 - General Securities Representative Examination

BC

Issued 07/01/2004

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Jonathan Joseph Amoia.
Not sure if Jonathan Joseph Amoia is right for you?