DFX Intelligence

Data Factory

RIA / WealthAdvisorChartered Financial Analyst19 years in industry

AMY LYNN MAGNOTTA

Advisor at SEEDS

NEW YORK, NY | Sarasota , FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4b3e165d-e1fc-5569-fedf-27c03a388981

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jan 10, 2007 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEEDS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Chartered Financial Analyst
First registration: Jan 10, 2007
Dual registered: no
Other names: AMY LYNN CANALE
IAPD individual key: 4210155

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
Seeds	Independent wealth	Jul 8, 2026	n/a	yes	Sarasota , FL\|NEW YORK, NY	Current employment
RKL PRIVATE WEALTH	Independent wealth	May 12, 2026	Jun 11, 2026	no	LANCASTER, PA	Previous registration
ORION PORTFOLIO SOLUTIONS, LLC	Former SEC adviser	Jan 12, 2022	Sep 30, 2022	no	Berwyn, PA\|OMAHA, NE	Previous registration
ORION PORTFOLIO SOLUTIONS, LLC	Bd affiliated wealth	Oct 19, 2020	Dec 31, 2021	no	OMAHA, NE	Previous registration
BRINKER CAPITAL INC	Former SEC adviser	Jan 10, 2007	Oct 16, 2020	no	BERWYN, PA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
RKL PRIVATE WEALTH	Seeds	Jun 11, 2026	Jul 8, 2026	27	Firm change	RIA to RIA
ORION PORTFOLIO SOLUTIONS, LLC	RKL PRIVATE WEALTH	Sep 30, 2022	May 12, 2026	1,320	Firm change after gap	RIA to RIA
ORION PORTFOLIO SOLUTIONS, LLC	ORION PORTFOLIO SOLUTIONS, LLC	Dec 31, 2021	Jan 12, 2022	12	Bulk transfer	Ibd to RIA
BRINKER CAPITAL INC	ORION PORTFOLIO SOLUTIONS, LLC	Oct 16, 2020	Oct 19, 2020	3	Bulk transfer	Ibd to ibd

Relationships

Registered with (5)

→ SEEDSRegistered adviserregistration: current employment
Jul 8, 2026 to presentfactForm ADV
→ RKL PRIVATE WEALTHRegistered adviserregistration: previous registration
May 12, 2026 to Jun 11, 2026factForm ADV
→ ORION PORTFOLIO SOLUTIONS, LLCRegistered adviserregistration: previous registration
Jan 12, 2022 to Sep 30, 2022factForm ADV
→ ORION PORTFOLIO SOLUTIONS, LLCRegistered adviserregistration: previous registration
Oct 19, 2020 to Dec 31, 2021factForm ADV
→ BRINKER CAPITAL INCRegistered adviserregistration: previous registration
Jan 10, 2007 to Oct 16, 2020factForm ADV

Dated events

Occurred
Jun 11, 2026
Advisor changed firm
Amy Lynn Magnotta left Rkl Private Wealth for Seeds (registered 2026-07-08)
Form ADVobserved 4 days ago
Occurred
Sep 30, 2022
Advisor changed firm
Amy Lynn Magnotta left Orion Portfolio Solutions, Llc for Rkl Private Wealth (registered 2026-05-12)
Form ADVobserved 4 days ago