Allyson Ann Mangine
Investment adviser representative at Amplius Wealth Advisors
7 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.7BFirm 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
Experience
7 years in the industry.
- Amplius Wealth AdvisorsOct 2022 to now
- Fidelity InvestmentsApr 2022 to Sep 2022
- RBC Capital Markets, LLCFeb 2021 to Apr 2022
- RBC Capital Markets, LLCJan 2019 to Jan 2021
- RBC Capital Markets, LLCJun 2018 to Dec 2018
- Lascala'sJun 2018 to Oct 2018
- Temple UniversityAug 2016 to Dec 2020
- The Bead GardenMay 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Amplius Wealth Advisors
Legal name: Amplius Wealth Advisors, LLC
$1.7BAssets managed
781Clients
11Advisers
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
- 6969281
- Firm CRD
- 312463