Manish
Sharma

Gsb Wealth Management, LLC

CRD#7361108
Investment Advisor
in Guilford, CT

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Manish Sharma is a financial advisor based in Guilford, Connecticut, working with Gsb Wealth Management, LLC. Manish has previously held positions at Gsb Wealth Management, LLC, Northwestern Mutual Wealth Management Company (Nmwmc), Extended Travel, Innovative Financial Management, Vikson Securities Pvt. LTD, Chandigarh Engineering College, Panjab University, and as a Freelance Writer. Manish has passed the Series 65 regulatory exam and is registered to provide services in Connecticut. Currently, Manish is part of Gsb Wealth Management, LLC, which operates out of Guilford, Connecticut. The firm has 2 offices and 13 employees. The firm manages assets totaling $475.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and other services. The fee structure at Gsb Wealth Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2614 Boston Post Road Suite 16A
Guilford, CT 06437

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Gsb Wealth Management, LLC Brokerage Details

Total Assets Under Management

$475,013,328

CT Average: $5,297,377,271
Total Number of Employees

13

CT Average: 35
Total Number of Accounts

1,454

CT Average: 690
Average Account Size

$326,694

CT Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other

Manish Sharma Work History

2021 - Present (3 years)

Gsb Wealth Management, LLC

2021 - 2021 (< 1 year)

Northwestern Mutual Wealth Management Company (Nmwmc)

2019 - 2020 (1 year)

Extended Travel

2019 - 2019 (< 1 year)

Innovative Financial Management

2018 - 2019 (1 year)

Panjab University

2018 - 2018 (< 1 year)

Freelance Writer

2016 - 2018 (2 years)

Vikson Securities Pvt. LTD

2015 - 2016 (1 year)

Vikson Securities Pvt. LTD

2011 - 2015 (4 years)

Chandigarh Engineering College

Disclosures

Please visit the SEC profile of Manish Sharma 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 Gsb Wealth Management, LLC

Anthony Morgillo
Guilford, CT
Kenneth Russell
Guilford, CT
Brant Walker
Guilford, CT
Manish Sharma
Guilford, CT
Charles Reagle
Guilford, CT
Colleen Venter
Guilford, CT
Scott Albraccio
East Haven, CT
John Burzenski
East Haven, CT

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started