Amanda Christine Graf
Investment adviser representative at Presilium Private Wealth, LLC
11 yearsExperience
2 statesRegistered in
$671.7MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Presilium Private Wealth, LLCMay 2026 to now
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2022 to May 2026
- Cello HealthSep 2021 to May 2022
- Villanova UniversityAug 2020 to May 2022
- GeoblueJun 2018 to Oct 2022
- East End Bus LinesAug 2015 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Presilium Private Wealth, LLC
$671.7MAssets managed
380Clients
5Advisers
4 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
- 7565923
- Firm CRD
- 318345