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Amanda Desiree Dixon

Investment adviser representative at Private Advisory
13 yearsExperience
1 stateRegistered in
$2.1BFirm assets
12 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 assetsPerformance-based

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

13 years in the industry.

  1. Private AdvisoryAug 2023 to now
  2. Private Advisory GroupAug 2017 to now
  3. American SeafoodsOct 2017 to Apr 2018
  4. University of Alaska SoutheastApr 2013 to May 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2023

State registrations

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

Private Advisory

Legal name: Private Advisory Group LLC

$2.1BAssets managed
929Clients
18Advisers
12 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
7723092
Firm CRD
170043
Advisor's SEC record (opens in a new tab)
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