Amanda J. Blake

INTELLIGENT INVESTING

Greenville, SC 29607

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CRD#: 7697287

Professional summary

Amanda Jo Blake is a registered financial advisor currently at INTELLIGENT INVESTING located in Greenville, South Carolina.

Amanda is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Amanda has worked at 1 firm and has passed the Series 65 exam.

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 Jo Blake'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®

None

Experience

Current

March 20, 2023 - Present

INTELLIGENT INVESTING

Office #1: 33 Market Point Drive, Greenville, SC 29607

RIA

CRD#: 286436

Greenville, SC

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

South Carolina
(3/20/2023)

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: 3/18/2023

Uniform Investment Adviser Law Examination

Current Firm

INTELLIGENT INVESTING

INTELLIGENT INVESTING | INTELLIGENT INVESTING, LLC | INTELLIGENT INVESTING ADVISORS

CRD#: 286436 / SEC#:

North Carolina

Registered Investment Advisory firm - (11/24/2020 Terminated)

South Carolina

Registered Investment Advisory firm - (4/24/2017 Approved)

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).

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Contact information

Main Address

33 Market Point Drive, Greenville, SC 29607

Mailing Address

Phone number

(864) 679-0500

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	123
AUM (Assets Under Management)	$ 46,967,270

Red Flags

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

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Amanda J. Blake

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

INTELLIGENT INVESTING

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/2023

Current Firm

INTELLIGENT INVESTING

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

INTELLIGENT INVESTING

TRUST BUT VERIFY

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