Amanda R. Entenberg
STRATEGIC ADVISERS LLC | Financial Consultant
PHILADELPHIA, PA
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CRD#: 6515288
Professional summary
Amanda Rose Entenberg, CFP®, who also goes by Amanda Rose Entenberg, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Philadelphia, Pennsylvania and FIDELITY BROKERAGE SERVICES LLC located in Warrington, Pennsylvania.
Amanda is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2016. Amanda has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
I partner with individuals and their families to create specific plans unique to their situation. I do this by understanding the preferences and objectives of my clients and combining my passion for planning with the vast capabilities of Fidelity, so that we can pursue success on their terms.
Question & Answer
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes
Aliases
Amanda Rose Entenberg
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.
OAA#: 49143 | Org Name:PA Interscholastic Athletic Assoc. | Org Addr:Gettysburg, PA, US | Nature of Bus:Responsible for all referees in Pennsylvania | Invst Rel:N | Title:Basketball and Volleyball Official | Duties:I referee high school sports games | Start Dt:11/01/2012 | Total Hrs p/m:5 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Amanda Rose Entenberg's 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®
Start date: 2020
Education
Temple University
Bachelor of Business Administration - Finance & Economics
2015
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 1520 Main St Ste 201, Warrington, PA 18976-3406RIA
CRD#: 104555
PHILADELPHIA, PA
Current
April 5, 2017 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 1520 Main St, Ste 201, Warrington, PA 18976-3401BD
CRD#: 7784
Warrington, PA
Past
July 13, 2018 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
WARRINGTON, PA
Past
April 11, 2017 - July 13, 2018
STRATEGIC ADVISERS LLC
RIA
CRD#: 104555
WARRINGTON, PA
Past
January 17, 2017 - March 28, 2017
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RIA
CRD#: 149018
PHILADELPHIA, PA
Past
June 1, 2016 - March 28, 2017
RAYMOND JAMES FINANCIAL SERVICES, INC.
BD
CRD#: 6694
PHILADELPHIA, 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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/1/2024)
RR
California(9/29/2023)
RR
Colorado(9/29/2023)
RR
Connecticut(2/7/2025)
RR
Delaware(4/5/2017)
RR
District of Columbia(11/22/2024)
RR
Florida(4/5/2017)
RR
Georgia(11/22/2024)
RR
Maryland(2/12/2021)
RR
Massachusetts(9/16/2024)
RR
Minnesota(10/20/2025)
RR
Nevada(9/16/2024)
RR
New Jersey(4/5/2017)
RR
New York(9/29/2023)
RR
North Carolina(5/3/2024)
RR
Ohio(11/25/2024)
RR
Pennsylvania(4/5/2017)
IAR
Pennsylvania(3/31/2025)
RR
South Carolina(7/8/2022)
RR
Tennessee(1/6/2023)
RR
Texas(9/18/2025)
RR
Vermont(8/1/2025)
RR
Virginia(9/16/2024)
RR
Washington(7/8/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
Red Flags
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Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Philadelphia, PATRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
