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Margaret Riley

Amundi Asset Management US, Inc.

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About Margaret Riley

Margaret Riley is a registered representative of Amundi Asset Management US, Inc., with over 1 year of experience in the financial services industry. Margaret is licensed to provide investment advice in 53 states and is a Series 63, 66, 7TO, and SIE exam holder. Margaret has been employed with Amundi Asset Management US, Inc. since July 2023. Prior to joining Amundi, Margaret was with Fidelity Brokerage Services LLC. Margaret’s specialties include retirement planning, investment advice, and portfolio management for individuals, businesses, and investment companies.

Firm Information

Margaret Riley 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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Margaret Riley’s Registration & Firm History

MA

12/06/2023 - Present

Amundi Asset Management US, Inc. (BOSTON MA)

RI

07/29/2022 - 07/05/2023

FIDELITY BROKERAGE SERVICES LLC (SMITHFIELD RI)

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Licenses & Designations

BOTH

Issued 11/27/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/08/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/29/2022

Series 7TO - General Securities Representative Examination

BC

Issued 07/22/2022

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Margaret Riley.
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