Jeffrey
Mantoani

Securities America Advisors, Inc

CRD#2900990
Investment Advisor
in Carlsbad, CA
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About this Advisor

Jeffrey Mantoani is a financial advisor based out of Carlsbad, California, who has been in the financial industry for 13 years. Mantoani works at Securities America Advisors, Inc. Their career trajectory has included roles at Linsco Private Ledger, Securities America, Inc, Securities America Advisors, Inc, Duncan Investment Advisors, Inc, Not Applicable and Securities America Advisors. Mantoani has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is registered to serve investors in California. Securities America Advisors, Inc is a registered investment company that has its headquarters in Carlsbad, California. The company has offices in 1,238 locations and a total of 1,875 people on staff. It oversees $22 billion in assets between its 141,149 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 65 charitable organizations. Of its 141,149 customer accounts, just 10% are held by high-net-worth investors who have at least $1 million in assets available to invest. The business has a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees usually are based on the type of financial services offered. However, fee types billed by Securities America Advisors, Inc most likely consist of asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

13 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Disclosures

No

Office Location

5973 Avenida Encinas Ste 210
Carlsbad, CA 92008

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Securities America Advisors, Inc Brokerage Details

Total Assets Under Management

$21,887,351,786

CA Average: $1,978,216,465
Total Number of Employees

1,992

CA Average: 226
Total Number of Accounts

154,747

CA Average: 7,467
Average Account Size

$141,440

CA Average: $264,928

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Investment Advisory Services

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

Jeffrey Mantoani Work History

Jeffrey has 13 years of experience.

2015 - Present (4 years)

Securities America Advisors

2015 - Present (4 years)

Securities America Advisors

2011 - Present (8 years)

Duncan Investment Advisors, Inc

2010 - Present (9 years)

Securities America, Inc

2010 - 2011 (1 year)

Securities America Advisors, Inc

2009 - 2010 (1 year)

Not Applicable

2005 - 2009 (4 years)

Linsco Private Ledger

Disclosures

Jeffrey Mantoani has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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