Gregory
Manto

Ameriprise Financial Services, Inc

CRD#2724748
Investment Advisor
in New York, NY
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About this Advisor

Gregory Manto is a financial advisor whose office is in New York, New York. Currently a registered advisor at Ameriprise Financial Services, Inc, they have gathered 16 years of experience in the financial advisory industry. Manto has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Manto can work with customers in Connecticut, Texas and New Jersey. During their career, the advisor has held roles at Axa Advisors, LLC and Ameriprise Financial Services Inc. Ameriprise Financial Services, Inc is based out of New York, New York, and operates out of 161 additional brick-and-mortar locations throughout the nation. Overall, Ameriprise Financial Services, Inc manages $244 billion in assets across 1,268,997 client accounts and employs more than 13,020 people. The firm's total assets under management makes it one of the biggest investment advisory firms in the nation. The firm manages 603,208 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 3% of the advisory firm's investors are high-net-worth individuals, meaning they have over $1 million in capital. Ameriprise Financial Services, Inc offers 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, educational seminars and other services. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

16 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, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

767 3Rd Ave Fl 38Th
New York, NY 10017

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Ameriprise Financial Services, Inc Brokerage Details

Total Assets Under Management

$244,241,253,479

NY Average: $5,289,111,388
Total Number of Employees

13,020

NY Average: 157
Total Number of Accounts

1,268,997

NY Average: 8,262
Average Account Size

$192,468

NY Average: $640,173

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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
  • Other

Gregory Manto Work History

Gregory has 16 years of experience.

2018 - Present (1 years)

Ameriprise Financial Services Inc

2002 - 2018 (16 years)

Axa Advisors, LLC

Disclosures

Gregory Manto has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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