Adam
Guard

Amundi Asset Management Us, Inc

CRD#7653181
Investment Advisor
in Boston, MA

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About this Advisor

Adam Guard is a financial advisor based in Boston, Massachusetts, working with Amundi Asset Management Us, Inc. Adam has previously held positions at Amundi Distributor Us, Inc, Long Point Marine, Clemson University, Satuit Boat Club, and Boston College High School And Middle School. Adam has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Massachusetts. Currently, Adam is part of Amundi Asset Management Us, Inc, which operates out of Boston, Massachusetts. The firm has 1 office and 373 employees. The firm manages assets totaling $99.7 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Amundi Asset Management Us, Inc includes asset-based and performance-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

60 State Street
Boston, MA 02109-1820

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Amundi Asset Management Us, Inc Brokerage Details

Total Assets Under Management

$99,749,369,030

MA Average: $16,012,751,954
Total Number of Employees

373

MA Average: 118
Total Number of Accounts

260

MA Average: 4,567
Average Account Size

$383,651,419

MA Average: $3,506,186

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Adam Guard Work History

2022 - Present (2 years)

Amundi Distributor Us, Inc

2020 - 2021 (1 year)

Long Point Marine

2018 - 2022 (4 years)

Clemson University

2018 - 2020 (2 years)

Satuit Boat Club

2012 - 2018 (6 years)

Boston College High School And Middle Scool

Disclosures

Please visit the SEC profile of Adam Guard 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 Amundi Asset Management Us, Inc

Brian Lomedico
Boston, MA
Daniel Nobile
Boston, MA
Ryan Creagh
Boston, MA
Samuel Weitz
Boston, MA
Stephen Casaccia
Boston, MA
Michael O'Connor
Boston, MA
Michael Botte
Boston, MA
Patrick Carbone
Boston, MA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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