Unclaimed Profile

Amy Lynn Magnotta

ATEGENOS CAPITAL, LLC·BERWYN, Pennsylvania

Clean recordATEGENOS 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Amy Lynn Magnotta is a registered financial advisor based in BERWYN, Pennsylvania, affiliated with ATEGENOS CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

ATEGENOS CAPITAL, LLC

AUM

$131M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ATEGENOS CAPITAL, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4210155

Firm CRD# 326708

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Lynn Magnotta offer?

Amy Lynn Magnotta specializes in Investment Management, Wealth Management. Contact their office in BERWYN, Pennsylvania for a consultation.

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, working with ATEGENOS CAPITAL, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.

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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