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Bjorn William Amundson

Investment adviser representative at Quarry Hill Advisors
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$394.8MFirm 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 assetsHourlyFixed 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

10 years in the industry.

  1. Quarry Hill AdvisorsMay 2021 to now
  2. City National BankAug 2018 to May 2021
  3. RBC Capital Markets, LLCJan 2016 to May 2021

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law2005
  • Series 66 · Uniform Combined State Law2010

State registrations

Registered as an investment adviser representative in 1 state (MN).

Quarry Hill Advisors

Legal name: Quarry Hill Advisors, LLC

$394.8MAssets managed
203Clients
4Advisers
5 yearsIn 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
5049255
Firm CRD
288334
Advisor's SEC record (opens in a new tab)
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