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Joseph Aaron Wiederlight

Amundi Asset Management US, Inc.

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About Joseph Aaron Wiederlight

Joseph Wiederlight is an Investment Advisor Representative associated with Amundi Asset Management US, Inc.. Joseph is a licensed investment advisor with 14 years of experience in the industry. Joseph has a strong track record of success in helping clients achieve their financial goals. Joseph provides portfolio management services to individuals, investment companies, and pooled investment vehicles. Joseph is also registered to provide advisory services in several states.

Firm Information

Joseph Wiederlight is currently registered with Amundi Asset Management US, Inc.. Amundi Asset Management US, Inc. is an investment advisor registered with the SEC. The firm has offices in Boston, MA and manages more than $50 billion in assets. They offer a range of portfolio management services to individuals, businesses, investment companies, and pooled investment vehicles.
Amundi Asset Management US, Inc.

60 STATE STREET

BOSTON, MA 02109-1820

$119.88B

Assets Under Management

Not reported

Total Clients

76

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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Joseph Wiederlight’s Registration & Firm History

MA

02/26/2024 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

ID

02/03/2020 - 04/30/2021

WADDELL & REED (BOISE ID)

CO

08/27/2014 - 01/24/2020

TRANSAMERICA CAPITAL, INC. (DENVER CO)

NY

03/05/2013 - 09/03/2014

ALPS DISTRIBUTORS, INC. (RYE BROOK NY)

NY

09/25/2007 - 03/01/2013

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEW YORK NY)

NY

07/24/2006 - 04/05/2007

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 01/23/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 05/21/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/21/2022

Series 24 - General Securities Principal Examination

BC

Issued 11/21/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Joseph Aaron Wiederlight.
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