Andrew
Mancuso

The Ameriflex Group

CRD#5956516
Investment Advisor
in Torrance, CA

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About this Advisor

Andrew Mancuso is a financial advisor based in Torrance, California, working with The Ameriflex Group. Andrew has previously held positions at Jpmorgan Chase Bank N.A, J.P. Morgan Securities LLC, U.S. Bancorp Investments, Inc, Sagepoint Financial, Inc, The Ameriflex Group, Inc, and Osaic Wealth, Inc. Andrew has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Andrew is part of The Ameriflex Group, which operates out of Torrance, California. The firm has 81 offices and 149 employees. The firm manages assets totaling $6.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars. The fee structure at The Ameriflex Group includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3858 Carson Street Suite 201
Torrance, CA 90503

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The Ameriflex Group Brokerage Details

Total Assets Under Management

$6,522,387,220

CA Average: $664,206,839
Total Number of Employees

149

CA Average: 10
Total Number of Accounts

16,327

CA Average: 1,698
Average Account Size

$399,485

CA Average: $391,170

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops

Andrew Mancuso Work History

2023 - Present (1 year)

Osaic Wealth, Inc

2020 - Present (4 years)

Sagepoint Financial, Inc

2020 - Present (4 years)

The Ameriflex Group, Inc

2016 - 2020 (4 years)

U.S. Bancorp Investments, Inc

2012 - 2016 (4 years)

J.P. Morgan Securities LLC

2010 - 2016 (6 years)

Jpmorgan Chase Bank N.A

Disclosures

Please visit the SEC profile of Andrew Mancuso to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Ameriflex Group

Quy Nguyen
Auburn, WA
Dean Dowson
Denver, CO
Wade Cross
Lubbock, TX
Roger Olson
Fort Collins, CO
Preston Tharp
Lubbock, TX
Winston Waring
Scottsdale, AZ
Shellissa Cassoday
Bandon, OR
Andre Ramirez
Torrance, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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