Leonard
Manno

Millennial Advisers, LLC

CRD#2067290
Investment Advisor
in New York, NY

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About this Advisor

Leonard Manno is a financial advisor working in New York, New York with 1 year of industry experience. Manno works at Millennial Advisers, LLC. During their career, the advisor has held roles at Mj Whitman LLC, Bridgeway Wealth Partners LLC, Eteam Inc, Dtg Consulting Solutions Inc, Nylife Securities LLC, Eagle Strategies LLC, Allied Millennial Partners, LLC, Onesource, LLC and Millennial Advisers LLC. Manno holds Series 63 and Series 66 licenses, designating them as a securities broker, and is registered to serve investors in New York. Millennial Advisers, LLC is a company headquartered in New York, NY. The firm has offices in four locations and a total of 16 financial advisors. It oversees $29 million in total assets between its 222 customer accounts, placing it among the smaller investment advisory firms in the country by assets under management. Of its 222 customer accounts, just 3% belong to high-net-worth investors who have more than $1 million in assets. Millennial Advisers, Llc provides portfolio management for individuals and small businesses. A financial advisor's fees largely depend on which services the firm provides the client. However, fees billed by Millennial Advisers, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets

Office Location

Three World Financial 200 Vesey Street 24Th Floor
New York, NY 10281

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Millennial Advisers, LLC Brokerage Details

Total Assets Under Management

$28,753,479

NY Average: $7,464,549,021
Total Number of Employees

16

NY Average: 88
Total Number of Accounts

222

NY Average: 3,892
Average Account Size

$129,520

NY Average: $1,917,921

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Leonard Manno Work History

Leonard has been registered as a financial advisor for 1 years.*

2021 - Present (3 years)

Allied Millennial Partners, LLC

2021 - Present (3 years)

Onesource, LLC

2021 - Present (3 years)

Millennial Advisers LLC

2021 - 2021 (< 1 year)

Nylife Securities LLC

2021 - 2021 (< 1 year)

Eagle Strategies LLC

2020 - 2020 (< 1 year)

Eteam Inc

2020 - 2021 (1 year)

Dtg Consulting Solutions Inc

2019 - 2019 (< 1 year)

Bridgeway Wealth Partners LLC

2005 - 2018 (13 years)

Mj Whitman LLC

*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 Leonard Manno 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 Millennial Advisers, LLC

William Bradley
New York, NY
Yidan Zheng
New York, NY
Scott Johnson
Seattle, WA
Peter Torabkhan
New York, NY
Alex Nelissen
New York, NY
Luigi Vultaggio
New York, NY
Brian Babikian
New York, NY
Edward Daigneau
New York, NY

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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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.

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