Amanda Grams has been Chief Compliance Officer and Member of Marietta Investment Partners since August 2019, is a control person of the firm and directly owns between 10% and 25% of it.
Marietta Investment Partners, LLC is a Milwaukee, WI firm with $684M under management, 147 clients and 3 advisers in one office, as of its September 2026 filing.
- – present · 2 yearsMilwaukee, WI · Adviser representative · Firm CRD 108479
Investment adviser representative registrations
Amanda Grams is registered as an investment adviser representative in Wisconsin, since October 2024.
- WisconsinSince 17 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 17 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Amanda K Grams
- CRD
- 7174238
- Firm
- Marietta Investment Partners · CRD 108479
- Role
- Chief Compliance Officer and Member
- Office
- 833 EAST MICHIGAN STREET, SUITE 980, Milwaukee, WI 53202
- Registration
- Investment adviser registration
- In the industry since
- October 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Amanda Grams work?
Amanda Grams has been Chief Compliance Officer and Member of Marietta Investment Partners, LLC since August 2019, and is a control person of the firm.
Is Amanda Grams a financial advisor?
Yes. Amanda Grams has a current investment-adviser registration in Wisconsin, through Marietta Investment Partners since October 2024.
How many years of experience does Amanda Grams have?
Amanda Grams has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Amanda Grams passed?
Amanda Grams passed the Series 65 in October 2024.
Where is Amanda Grams based?
Amanda Grams’ registered office is in Milwaukee, WI.
Is Amanda Grams registered with FINRA?
No. Amanda Grams has no current broker registration.
How can I verify Amanda Grams’ record?
Search CRD 7174238 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Amanda Grams’ full registration record.
