Amanda A. Magee

FINANCIALLY IN TUNE

Stoneham, MA 02180

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CRD#: 6546744

Professional summary

Amanda Anne Magee, who also goes by Amanda Anne Castine, is a registered financial advisor currently at FINANCIALLY IN TUNE located in Stoneham, Massachusetts.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Amanda has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amanda Anne Castine

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.

Mrs. Magee performs lunch duty at Colonial Park Elementary School in Stoneham, MA. Mrs. Magee spends approximately 2 hours per week during the day during trading hours in the capacity and is compensated for this position. Mrs. Magee acts as the Treasurer for Colonial Park PTO in Stoneham, MA. Mrs. Magee spends approximately 10 hours per month during non-trading hours in the capacity and is not compensated.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amanda Anne Magee'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®

None

Experience

Current

February 17, 2017 - Present

FINANCIALLY IN TUNE

Office #1: 92 Montvale Avenue Suite 2050, Stoneham, MA 02180

RIA

CRD#: 156200

Stoneham, MA

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".

FINANCIALLY IN TUNE

FINANCIALLY IN TUNE | FINANCIALLY IN TUNE, LLC

CRD#: 156200 / SEC#: 801-117891

RIA

Registered Investment Advisory firm - (1/6/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (1/8/2020 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

Massachusetts
(2/17/2017)

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: 3/10/2015

Uniform Investment Adviser Law Examination

Current Firm

FINANCIALLY IN TUNE

FINANCIALLY IN TUNE | FINANCIALLY IN TUNE, LLC

CRD#: 156200 / SEC#: 801-117891

RIA

Registered Investment Advisory firm - (1/6/2020 Approved)

Massachusetts

Registered Investment Advisory firm - (1/8/2020 Terminated)

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Contact information

Main Address

92 Montvale Avenue Suite 2050, Stoneham, MA 02180

Mailing Address

Phone number

(781) 587-0582

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

FINANCIALLY IN TUNE 2018 ADV PART 2 BROCHURE (COMBINED) (2/14/2025)

Regulatory assets under management

Total Number of Accounts	937
AUM (Assets Under Management)	$ 273,928,345

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.

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Amanda A. Magee

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

FINANCIALLY IN TUNE

Primary Firm SEC Registration

FINANCIALLY IN TUNE

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2015

Current Firm

FINANCIALLY IN TUNE

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIALLY IN TUNE

TRUST BUT VERIFY

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