Amanda
Courtney
Certuity, LLC
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About this Advisor
Amanda Courtney is a financial advisor operating in North Palm Beach, Florida, with 12 years of industry experience. Courtney currently works for Certuity, LLC. They have spent all of their career at Certuity, Llc. Courtney has a Series 65 license, qualifying them as an investment advisor representative, and is able to work in California. Certuity, LLC is an advisory company that has its headquarters in North Palm Beach, FL. The firm has offices in five locations and a total of 32 people on staff. It handles $4 billion in assets among its 3,774 customer accounts, placing it among the largest investment advisory firms in the nation by assets under management. Of its 3,774 customer accounts, 80% belong to high-net-worth individuals who have more than $1 million in investable assets. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and selection of other advisers. A financial advisor's fees largely vary depending on which services the firm provides the client. Fee types charged by Certuity, LLC most likely include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Certuity, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$3,641,794,448
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
32
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
3,774
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$964,969
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Amanda Courtney Work History
Amanda has been registered as a financial advisor for 12 years.*
Camden Capital Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Amanda Courtney to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Certuity, LLC
Cincinnati, OH
North Palm Beach, FL
North Palm Beach, FL
North Palm Beach, FL
Chicago, IL
North Palm Beach, FL
North Palm Beach, FL
Santa Monica, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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