Peter
Maniscalco
Avantax Advisory Services
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About this Advisor
Peter Maniscalco is a financial advisor based in Point Pleasant Beach, New Jersey, working with Avantax Advisory Services. Peter has previously held positions at Peter A Maniscalco, Avantax Investment Services, Inc, Thadeus Lee Snt, St Clare Church Parish Council, Richmond County Country Club, Xavier High School, Avantax Insurance Agency, LLC, 140 Daleham Street LLC, Avantax Advisory Services, and Maniscalco Wealth Management LTD. Peter has passed the Series 63 regulatory exam and is registered to provide services in New Jersey and New York. Currently, Peter is part of Avantax Advisory Services, which operates out of Point Pleasant Beach, New Jersey. The firm has 1,580 offices and 2,478 employees. The firm manages assets totaling $41.7 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Avantax Advisory Services includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$41,695,726,722
2,478
131,534
$316,996
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
- Educational seminars/workshops
- Other
Peter Maniscalco Work History
Maniscalco Wealth Management LTD
140 Daleham Street LLC
Xavier High School
Avantax Insurance Agency, LLC
St Clare Church Parish Council
Thadeus Lee Snt
Avantax Advisory Services
Avantax Investment Services, Inc
Peter A Maniscalco
Richmond County Country Club
Richmond County Country Club
Disclosures
Please visit the SEC profile of Peter Maniscalco to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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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