Amanda
Valenti
Ci Private Wealth
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About this Advisor
Amanda Valenti is a certified financial planner working out of Atlanta, Georgia, with 1 year of industry experience. Valenti is currently employed by Ci Private Wealth. During their career, Valenti has held roles at Oxford Financial Group, Lenox Advisors Inc, Brightworth, LLC, Ci Brightworth Private Wealth, Ubs Financial Services, Inc and Marcus Theatres. Valenti maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to advise clients in Georgia. Ci Private Wealth is a financial advisory firm operating out of Miami, FL. The firm has offices in 28 locations and a total of 825 advisors. It controls $95 billion in total assets between its 79,738 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 504 charitable organizations. Of its 79,738 client accounts, 51% belong to high-net-worth investors who have at least $1 million in assets. Ci Private Wealth offers a broad range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management vary depending on the services offered. Fees charged by Ci Private Wealth can include any blend of asset-based, hourly, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ci Private Wealth Brokerage Details
$94,617,046,882
825
79,738
$1,186,599
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Amanda Valenti Work History
Amanda has been registered as a financial advisor for 1 years.*
Ci Brightworth Private Wealth
Brightworth, LLC
Lenox Advisors Inc
Oxford Financial Group
Ubs Financial Services, Inc
Marcus Theatres
*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 Valenti 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 Ci Private Wealth
Menlo Park, CA
Itasca, IL
Atlanta, GA
San Diego, CA
Wayne, PA
Miami, FL
New York, NY
Itasca, IL
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
