Unclaimed Profile

Amy Lynn Magnotta

ATEGENOS CAPITAL, LLC·BERWYN, Pennsylvania

Clean record19 years registeredATEGENOS CAPITAL, LLC

1000 CHESTERBROOK BOULEVARD, BERWYN, PA 19312CRD# 4210155Firm CRD# 326708

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Lynn Magnotta · BERWYN, PA

Registration

CRD #4210155 · ATEGENOS CAPITAL, LLC · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ATEGENOS CAPITAL, LLC

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BRINKER CAPITAL INVESTMENTS, LLC.

Oct 2020 – Dec 2021

BERWYN, PA

BRINKER CAPITAL INC

Jan 2007 – Oct 2020

BERWYN, PA

Registrations & Exams

Registration record

First registered · January 10, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ATEGENOS CAPITAL, LLC

CRD 326708 · SEC 801-128024

AUM

$131M

Regulatory assets under management

Employees

2 client accounts

Services offered by ATEGENOS CAPITAL, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Client types served by the firm

Per Form ADV

Individuals

View all advisors at ATEGENOS CAPITAL, LLC →

Introduction

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Frequently Asked Questions

What services does Amy Lynn Magnotta offer?

Amy Lynn Magnotta specializes in Investment Management, Wealth Management.

What are Amy Lynn Magnotta's credentials?

Amy Lynn Magnotta is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Amy Lynn Magnotta located?

Amy Lynn Magnotta is based in BERWYN, Pennsylvania, last registered with ATEGENOS CAPITAL, LLC.

How does Amy Lynn Magnotta charge for services?

Amy Lynn Magnotta's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ATEGENOS CAPITAL, LLC?

ATEGENOS CAPITAL, LLC has approximately 16 employees and manages $131M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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