AMANDA RAE PTAK is an investment adviser representative (IAR) with state registration records since 2018, appearing at 3 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-07-18 | 2025-03-31 | — |
| CITIZENS SECURITIES, INC. | 2018-09-11 | 2023-05-02 | — |