Amanda Lundy

INTREPID CAPITAL MANAGEMENT

Jacksonville Beach, FL 32250

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CRD#: 5573443

Professional summary

Amanda Lundy, CFP®, who also goes by Amanda Dolan, Mandy Dolan, Amanda Renee Lundy, Mandy R Lundy, is a registered financial advisor currently at INTREPID CAPITAL MANAGEMENT INC located in Jacksonville Beach, Florida.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Amanda has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda Dolan | Mandy Dolan | Amanda Renee Lundy | Mandy R Lundy

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 Amanda Lundy'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

Start date: 2020

Experience

Current

April 22, 2022 - Present

INTREPID CAPITAL MANAGEMENT INC

Office #1: 1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL 32250

RIA

CRD#: 108516

Jacksonville Beach, FL

Past

July 14, 2014 - March 28, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

PONTE VEDRA BEACH, FL

Past

April 15, 2014 - March 28, 2022

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

PONTE VEDRA BEACH, FL

Past

July 19, 2013 - April 21, 2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

JACKSONVILLE, FL

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".

INTREPID CAPITAL MANAGEMENT INC

INTREPID CAPITAL MANAGEMENT INC | INTREPID PRIVATE WEALTH

CRD#: 108516 / SEC#: 801-47894

RIA

Registered Investment Advisory firm - (11/28/1994 Approved)

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

Florida
(4/22/2022)

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 66

Date: 8/21/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 8/9/2013

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: 7/19/2013

General Securities Representative Examination

Current Firm

INTREPID CAPITAL MANAGEMENT INC

INTREPID CAPITAL MANAGEMENT INC | INTREPID PRIVATE WEALTH

CRD#: 108516 / SEC#: 801-47894

RIA

Registered Investment Advisory firm - (11/28/1994 Approved)

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Contact information

Main Address

1400 Marsh Landing Parkway Ste 106, Jacksonville Beach, FL 32250

Mailing Address

Phone number

(904) 246-3433

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 BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	703
AUM (Assets Under Management)	$ 1,188,392,769

Red Flags

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

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Advisor Monitoring

Firm Stability Insights

Amanda Lundy

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Lundy's CRS (Customer Relationship Summary).

Certified licenses

Experience

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

INTREPID CAPITAL MANAGEMENT INC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/21/2014

Series 63

Date: 8/9/2013

SIE

Date: 10/1/2018

Series 7

Date: 7/19/2013

Current Firm

INTREPID CAPITAL MANAGEMENT INC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

INTREPID CAPITAL MANAGEMENT INC

TRUST BUT VERIFY

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