Jaclyn Rose Gantz
Professional Summary
Jaclyn Rose Gantz is a registered financial advisor currently at AMG FUNDS LLC located in Stamford, Connecticut and AMG DISTRIBUTORS, INC. located in Stamford, Connecticut. Jaclyn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Jaclyn has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
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Disclosures on record.
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Years of Experience
9 years registered in the securities industry
Current & Past Employments
Current
Past
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Current Firm
AMG DISTRIBUTORS | MANAGERS INVESTMENT GROUP LLC | AMG WEALTH | AMG FUNDS LLC | AMG FUNDS
Contact Information
Main Address
680 Washington Boulevard Suite 500, Stamford, CT 06901Phone Number
(203) 299-3500# of Employees
99SEC notice filing (52 States and Territories)
Registered to provide investment advisory services in 52 US states and territories.
Regulatory Assets Under Management
Total Number of Accounts
5AUM (Assets Under Management)
$18,253,165,249Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
AMG DISTRIBUTORS | MANAGERS INVESTMENT GROUP LLC | AMG WEALTH | AMG FUNDS LLC | AMG FUNDS
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Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - RIA
Click below to view Jaclyn Rose Gantz's CRS (Customer Relationship Summary).
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