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Amanda A
Series 63, Series 66
Castle Rock, CO
Steward Partners Investment Advisory, LLC
Amanda Atun is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at UBS Financial Services Inc., Morgan Stanley, and Charles Schwab. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and charitable organizations, offering a range of investment advisory and financial planning services.
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