Morgan Stanley
47yrs
Top advisor by experience in Clayton
6yrs
Amanda Plotkin
Financial advisor at Merrill
Amanda Plotkin is a fiduciary financial advisor in Clayton, Missouri, with 6 years in the industry. Amanda joined Merrill in 2020, a firm offering investment management, retirement plan consulting, and selecting outside investment managers. The firm is paid through a percentage of assets, flat fees, and commissions.
One of 615 advisors with offices in Clayton, and one of 580 fiduciaries.
At a glance
Experience6 years (since 2020)
How that compares ?6 years in the industry
Office7676 Forsyth Blvd, Clayton, MO 63105
FirmMerrill
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?1 state
Services through Merrill
Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2020 – nowMerrillCurrent firm
Questions to ask Amanda
Tailored to Amanda’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Amanda
How do I contact Amanda?
Call Merrill at 800-637-7455 and ask for Amanda Plotkin. Amanda works from the Clayton, MO office.
How long has Amanda been a financial advisor?
Amanda has been in the industry since 2020, about 6 years. 6 years in the industry.
What licenses does Amanda hold?
Series 66. Tap any license on this page to see what it allows.
Is Amanda a fiduciary?
Amanda is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Amanda paid?
Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Amanda for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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