Lidia G Amodei
Investment adviser representative at Attleboro Wealth Management LLC
14 yearsExperience
3 statesRegistered in
CFA, CFP® certificationDesignations
$129.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Attleboro Wealth Management LLCMay 2025 to now
- UnemployedMar 2024 to May 2025
- Allspring Funds Management, LLCNov 2021 to Mar 2024
- Wells Fargo Funds Management, LLCMay 2012 to Nov 2021
Designations
- CFA
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 3 states (NJ, PA, TX).
Attleboro Wealth Management LLC
$129.3MAssets managed
142Clients
5Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2285474
- Firm CRD
- 318056