Peter
Maniscalco
Avantax Advisory Services
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About this Advisor
Peter Maniscalco is a financial advisor operating in Point Pleasant Beach, New Jersey with a total of 2 years of industry experience. Maniscalco currently works for Avantax Advisory Services. Over the course of their career, they have held roles at Peter A Maniscalco, Avantax Investment Services, Inc, Richmond County Country Club, Avantax Insurance Agency, LLC, 140 Daleham Street LLC, Avantax Advisory Services, Maniscalco Wealth Management LTD, Xavier High School, Thadeus Lee Snt and St Clare Church Parish Council. Maniscalco holds a Series 63 license, which qualifies them as a securities broker, and is able to work in New Jersey and New York. Avantax Advisory Services is a business that has its headquarters in Coppell, TX. It has offices in 1,514 locations and a total of 2,433 employees. It administers $31 billion in total assets among its 123,393 client accounts, placing it among the largest financial advisory firms in the country by assets under management. Of its 123,393 accounts, just 6% belong to high-net-worth investors who have more than $1 million in assets available to invest. Avantax Advisory Services provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars and other services. Fees for financial management usually depend on the type of financial services offered. Fee types billed by Avantax Advisory Services can consist of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Avantax Advisory Services Brokerage Details
$30,968,246,116
2,433
123,393
$250,972
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
- Other
Peter Maniscalco Work History
Peter has been registered as a financial advisor for 2 years.*
Maniscalco Wealth Management LTD
140 Daleham Street LLC
Avantax Insurance Agency, LLC
Xavier High School
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
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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 4/16/2023. 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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