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Amanda Christina Preston

Amanda C. Preston

3EDGE ASSET MANAGEMENT, LP
Los Angeles, CA 90045
Some features on this profile are disabled
CRD#: 6604056
Amanda Christina Preston

Professional summary

Amanda Christina Preston, CFP® is a registered financial advisor currently at 3EDGE ASSET MANAGEMENT, LP located in Los Angeles, California.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Amanda has worked at 3 firms and has passed the Series 65, SIE and Series 7 exams.

top-8-questions

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 Amanda Christina Preston'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: 2022

Experience

Current

November 17, 2022 - Present

3EDGE ASSET MANAGEMENT, LP

Office #1: 6060 Center Drive 10th Floor, Los Angeles, CA 90045
RIA
CRD#: 282059
Los Angeles, CA
Past

November 13, 2018 - November 2, 2022

WINDHAM CAPITAL MANAGEMENT, LLC

RIA
CRD#: 110539
BOSTON, MA
Past

April 30, 2018 - August 9, 2018

MORGAN STANLEY

BD
CRD#: 149777
BOSTON, 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".
3A
3EDGE ASSET MANAGEMENT, LP
3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA
Registered Investment Advisory firm - (12/28/2015 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
California
(9/21/2023)
IAR
Massachusetts
(11/17/2022)
IAR
Texas
(1/22/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/13/2018
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 8/9/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/30/2018
General Securities Representative Examination

Current Firm

3A
3EDGE ASSET MANAGEMENT, LP
3EDGE ASSET MANAGEMENT, LP | ABC CAPITAL MANAGEMENT, LP

CRD#: 282059 / SEC#: 801-106982

RIA
Registered Investment Advisory firm - (12/28/2015 Approved)
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Contact information

Main Address
999 Vanderbilt Beach Road Suite 200, Naples, FL 34108
Mailing Address
Phone number
(844) 903-3343
Established
Firm type
Fiscal year end
# of Employees
21

SEC notice filing (44 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

3EDGE ADV PART 2A - JULY 2024 (3/31/2025)

Regulatory assets under management

Total Number of Accounts2,211
AUM (Assets Under Management)$ 1,663,823,851

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.

Company Information

3EDGE ASSET MANAGEMENT, LP

CRD#: 282059Los Angeles, CA 90045

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