Amanda Graf has been an investment adviser representative at Presilium Private Wealth since May 2026, and is not listed among the firm’s executive officers or direct owners.
Presilium Private Wealth, LLC is a Radnor, PA firm with $672M under management, 380 clients and 3 advisers in one office, as of its July 2026 filing.
Amanda Graf’s longest registration was 2 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2023–2026). Before joining Presilium Private Wealth in 2026, Amanda Graf was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · under a yearRadnor, PA · Adviser representative · Firm CRD 318345
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 7691
Investment adviser representative registrations
Amanda Graf is registered as an investment adviser representative in 2 states. Each was approved in May 2026.
- PennsylvaniaSince 21 May 2026
- TexasSince 21 May 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 1 December 2023 |
| Series 7TO | General Securities Representative Examination | 18 September 2023 |
| SIE | Securities Industry Essentials Examination | 3 April 2023 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Amanda Christine Graf
- CRD
- 7565923
- Firm
- Presilium Private Wealth · CRD 318345
- Office
- 150 NORTH RADNOR CHESTER ROAD, STE F110, Radnor, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- September 2023
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Graf work?
Amanda Graf is an investment adviser representative registered through Presilium Private Wealth, LLC since May 2026, and is not listed among the firm’s executive officers or direct owners.
Is Amanda Graf a financial advisor?
Yes. Amanda Graf has a current investment-adviser registration in Pennsylvania and Texas, through Presilium Private Wealth since May 2026.
How many years of experience does Amanda Graf have?
Amanda Graf has 3 years in the financial industry, since September 2023, across 2 adviser firms.
What exams has Amanda Graf passed?
Amanda Graf has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in April 2023.
Where did Amanda Graf work before Presilium Private Wealth?
Before Presilium Private Wealth, Amanda Graf was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated, December 2023 to May 2026.
Where is Amanda Graf based?
Amanda Graf’s registered office is in Radnor, PA.
Is Amanda Graf registered with FINRA?
No. Amanda Graf has no current broker registration.
How can I verify Amanda Graf’s record?
Search CRD 7565923 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Graf’s full registration record.
