Amy L. Magnotta

SEEDS

Sarasota , FL

Some features on this profile are disabled

CRD#: 4210155

Professional summary

Amy Lynn Magnotta, who also goes by Amy Lynn Canale, is a registered financial advisor currently at SEEDS located in Sarasota , Florida.

Amy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Amy has worked at 5 firms .

At a Glance

Always Fiduciary

Aliases

Amy Lynn Canale

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 Amy Lynn Magnotta's CRS (Customer Relationship Summary).

January 10, 2007 - October 16, 2020

BRINKER CAPITAL INC

RIA

CRD#: 111743

BERWYN, 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".

SEEDS

SEEDS | SEEDS INVESTOR LLC

CRD#: 308909 / SEC#: 801-124693

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

New York

Registered Investment Advisory firm - (4/28/2022 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 York
(7/8/2026)

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

Current Firm

SEEDS

SEEDS | SEEDS INVESTOR LLC

CRD#: 308909 / SEC#: 801-124693

RIA

Registered Investment Advisory firm - (4/25/2022 Approved)

New York

Registered Investment Advisory firm - (4/28/2022 Terminated)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

The Malin Nomad, Fl. 5 Attn Seeds Investor Llc 387 Park Avenue South, New York, NY 10016

Mailing Address

Phone number

(212) 287-7370

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (4 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A DISCLOSURE BROCHURE (6/9/2025)

Regulatory assets under management

Total Number of Accounts	803
AUM (Assets Under Management)	$ 485,628,448

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Amy L. Magnotta

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amy Lynn Magnotta's CRS (Customer Relationship Summary).

Certified licenses

Experience

SEEDS

RKL PRIVATE WEALTH

ORION PORTFOLIO SOLUTIONS, LLC

ORION PORTFOLIO SOLUTIONS, LLC

BRINKER CAPITAL INC

Primary Firm SEC Registration

SEEDS

State Registrations and Notice Filings

Exams

Current Firm

SEEDS

Contact information

SEC notice filing (4 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEEDS

TRUST BUT VERIFY

Similar Advisors