Lidia Amodei has been an investment adviser representative at Attleboro Wealth Management since May 2025, and is not listed among the firm’s executive officers or direct owners. Lidia Amodei holds a Bachelor of Business Administration in International Business from Temple University and a Master of Business Administration with a concentration in Finance from Temple University.
Attleboro Wealth Management LLC is a Yardley, PA firm with $129M under management, 142 clients and 5 advisers in one office, as of its May 2026 filing.
Lidia Amodei is Chief Investment Officer, Investment Committee Lead and a Financial Planner at Attleboro Wealth Management. She held senior roles at The Vanguard Group, Bank of America Merrill Lynch, Wells Fargo Asset Management and Allspring Global Investments, advising endowments, foundations, corporate retirement plan sponsors and individuals. Her background includes institutional investment consulting, portfolio management, investment research and retirement solutions.
Lidia Amodei’s longest registration was 7 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2004–2012). Before joining Attleboro Wealth Management in 2025, Lidia Amodei was registered through Allspring Funds Management, LLC and Wells Fargo Funds Management, LLC.
- – present · 1 yearYardley, PA · Adviser representative · Firm CRD 318056
- Allspring Funds Management, LLC– · 7 yearsYardley, PA · Adviser representative · Firm CRD 110841
- Wells Fargo Funds Management, LLC– · 2 yearsCharlotte, NC · Adviser representative · Firm CRD 110841
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 7 yearsPennington, NJ · Adviser representative · Firm CRD 7691
- Vanguard Advisers Inc– · 7 yearsMalvern, PA · Adviser representative · Firm CRD 106715
Professional designations
Listed by Attleboro Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Lidia Amodei is registered as an investment adviser representative in 3 states. Each was approved in May 2025.
- New JerseySince 30 May 2025
- PennsylvaniaSince 26 May 2025
- TexasSince 26 May 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 2 December 1996 |
| Series 7 | General Securities Representative Examination | 9 January 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 18 November 1993 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 18 November 1993 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Lidia G Amodei
- CRD
- 2285474
- Firm
- Attleboro Wealth Management · CRD 318056
- Office
- 1051 LINDENHURST ROAD, Yardley, PA 19067
- Registration
- Investment adviser registration
- In the industry since
- April 1995
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- attleborowealth.com
Where does Lidia Amodei work?
Lidia Amodei is an investment adviser representative registered through Attleboro Wealth Management LLC since May 2025, and is not listed among the firm’s executive officers or direct owners.
Is Lidia Amodei a financial advisor?
Yes. Lidia Amodei has a current investment-adviser registration in New Jersey, Pennsylvania and Texas, through Attleboro Wealth Management since May 2025.
How many years of experience does Lidia Amodei have?
Lidia Amodei has 31 years in the financial industry, since April 1995, across 4 adviser firms.
What exams has Lidia Amodei passed?
Lidia Amodei has passed 4 licensing exams: the Series 63, Series 6, Series 7 and Series 65. The earliest, the Series 63, was passed in November 1993. FINRA credited Lidia Amodei with the SIE, which began in October 2018.
Where did Lidia Amodei work before Attleboro Wealth Management?
Before Attleboro Wealth Management, Lidia Amodei was registered through Allspring Funds Management, LLC, December 2016 to January 2024; Wells Fargo Funds Management, LLC, May 2012 to December 2014; Merrill Lynch, Pierce, Fenner & Smith Incorporated, June 2004 to May 2012; Vanguard Advisers Inc, April 1997 to May 2004.
Where is Lidia Amodei based?
Lidia Amodei’s registered office is in Yardley, PA.
Is Lidia Amodei registered with FINRA?
No. Lidia Amodei has no current broker registration.
Is Lidia Amodei a CFP?
Attleboro Wealth Management lists Lidia Amodei with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
Is Lidia Amodei a CFA charterholder?
Attleboro Wealth Management lists Lidia Amodei with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Lidia Amodei’s record?
Search CRD 2285474 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lidia Amodei’s full registration record.
