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Victoria K Amyot

First Manhattan Co. LLC

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About Victoria K Amyot

Victoria Amyot is a financial professional with over a decade of experience in the financial services industry. Victoria has a strong background in portfolio management and financial planning. Victoria is currently registered as an Investment Advisor Representative with First Manhattan Co. LLC. Victoria has a deep understanding of investment strategies and a commitment to helping clients achieve their financial goals. Victoria is a Certified Financial Planner and holds the Series 7, Series 66, and Series 24 licenses.

Firm Information

Victoria Amyot is currently registered with First Manhattan Co. LLC. First Manhattan Co. LLC is an investment advisor based in NEW YORK, NY. With over $31 billion in regulatory assets under management, they offer financial planning and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, corporations, investment companies, charitable organizations, pooled investment vehicles, pension and profit sharing plans, and insurance companies. They participate in wrap fee programs.
First Manhattan Co. LLC

399 PARK AVENUE

NEW YORK, NY 10022

$31.83B

Assets Under Management

Not reported

Total Clients

45

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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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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Victoria Amyot’s Registration & Firm History

NY

02/16/2023 - Present

First Manhattan Co. LLC (NEW YORK NY)

NY

04/16/2019 - 10/17/2022

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (Albany NY)

NY

01/04/2017 - 02/06/2019

M&T SECURITIES, INC. (ALBANY NY)

NY

07/28/2015 - 01/11/2017

LPL FINANCIAL LLC (ALBANY NY)

NY

04/02/2014 - 11/03/2014

PRINCOR FINANCIAL SERVICES CORPORATION (Latham NY)

NY

07/29/2010 - 04/01/2014

KEY INVESTMENT SERVICES LLC (SCHENECTADY NY)

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Licenses & Designations

IA

Issued 02/10/2017

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/03/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/28/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Victoria K Amyot.
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