Ian
Mann
Albanyadvisor Group LLC
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About this Advisor
Ian Mann is a financial advisor based in Albany, New York, working with Albanyadvisor Group LLC. Ian has previously held positions at Steven Harty, Riversource Distributors Inc, Metlife Securities Inc, Mml Investors Services, LLC, Massmutual Life Insurance Co, Sit Back Tax LLC, H&R Block, Goldman Sachs / Ayco, Massachusetts Mutual Lico, Riversource Licony, Stjmd Enterprises, Suny At Albany, and Albany Advisor Group. Ian has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in New York. Currently, Ian is part of Albanyadvisor Group LLC, which operates out of Albany, New York. The firm has 2 offices and 7 employees. The firm manages assets totaling $212.3 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and pension consulting services. The fee structure at Albanyadvisor Group LLC includes asset-based and fixed fees.
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Fee Structure
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Albanyadvisor Group LLC Brokerage Details
$212,315,423
7
645
$329,171
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
Ian Mann Work History
Albany Advisor Group
Sit Back Tax LLC
H&R Block
N/A
Goldman Sachs / Ayco
Mml Investors Services, LLC
Massmutual Life Insurance Co
Metlife Securities Inc
Massachusetts Mutual Lico
Steven Harty
Stjmd Enterprises
Suny At Albany
Riversource Distributors Inc
Riversource Licony
Disclosures
Please visit the SEC profile of Ian Mann 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 Albanyadvisor Group LLC
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
Albany, NY
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