Lidia G. Amodei

ATTLEBORO WEALTH MANAGEMENT LLC

Yardley, PA 19067

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CRD#: 2285474

Professional summary

Lidia G Amodei, CFP® is a registered financial advisor currently at ATTLEBORO WEALTH MANAGEMENT LLC located in Yardley, Pennsylvania.

Lidia is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Lidia has worked at 6 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lidia G Amodei's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 26, 2025 - Present

ATTLEBORO WEALTH MANAGEMENT LLC

Office #1: 1051 Lindenhurst Road, Yardley, PA 19067

RIA

CRD#: 318056

Yardley, PA

Past

December 22, 2016 - January 31, 2024

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

Yardley, PA

Past

May 22, 2012 - December 31, 2014

ALLSPRING FUNDS MANAGEMENT, LLC

RIA

CRD#: 110841

CHARLOTTE, NC

Past

May 22, 2012 - January 31, 2024

ALLSPRING FUNDS DISTRIBUTOR, LLC

CRD#: 133366

CHARLOTTE, NC

Past

June 23, 2004 - May 1, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

PENNINGTON, NJ

Past

June 21, 2004 - May 1, 2012

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

PENNINGTON, NJ

Past

April 23, 1997 - May 25, 2004

VANGUARD ADVISERS, INC.

RIA

CRD#: 106715

MALVERN, PA

Past

November 19, 1993 - May 18, 2004

VANGUARD MARKETING CORPORATION

CRD#: 7452

MALVERN, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ATTLEBORO WEALTH MANAGEMENT LLC

ATTLEBORO WEALTH MANAGEMENT | M. J. BYELICH & ASSOCIATES, LLC | DS FINANCIAL STRATEGIES | ATTLEBORO WEALTH MANAGEMENT LLC

CRD#: 318056 / SEC#: 801-134205

RIA

Registered Investment Advisory firm - (8/21/2025 Approved)

New Jersey

Registered Investment Advisory firm - (9/12/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(5/30/2025)

IAR

Pennsylvania
(5/26/2025)

IAR

Texas
(5/26/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 12/2/1996

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/18/1993

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/9/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 11/18/1993

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ATTLEBORO WEALTH MANAGEMENT LLC

ATTLEBORO WEALTH MANAGEMENT | M. J. BYELICH & ASSOCIATES, LLC | DS FINANCIAL STRATEGIES | ATTLEBORO WEALTH MANAGEMENT LLC

CRD#: 318056 / SEC#: 801-134205

RIA

Registered Investment Advisory firm - (8/21/2025 Approved)

New Jersey

Registered Investment Advisory firm - (9/12/2025 Terminated)

Pennsylvania

Registered Investment Advisory firm - (9/3/2025 Terminated)

Texas

Registered Investment Advisory firm - (9/3/2025 Terminated)

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Contact information

Main Address

1051 Lindenhurst Road, Yardley, PA 19067

Mailing Address

Phone number

(215) 310-9440

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (9/12/2025)

Regulatory assets under management

Total Number of Accounts	544
AUM (Assets Under Management)	$ 113,057,319

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Lidia G. Amodei

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lidia G Amodei's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS MANAGEMENT, LLC

ALLSPRING FUNDS DISTRIBUTOR, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

VANGUARD ADVISERS, INC.

VANGUARD MARKETING CORPORATION

Primary Firm SEC Registration

ATTLEBORO WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/2/1996

Series 63

Date: 11/18/1993

SIE

Date: 10/1/2018

Series 7

Date: 1/9/1995

Series 6

Date: 11/18/1993

Current Firm

ATTLEBORO WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ATTLEBORO WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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