Gregory
Manning

Horizon Investments LLC

CRD#7423085
Investment Advisor
in Charlotte, NC

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About this Advisor

Gregory Manning is a financial advisor based in Charlotte, North Carolina, working with Horizon Investments LLC. Gregory has previously held positions at The Vanguard Group, Inc, Environmental Investigations, Woodberry Forest School, University Of South Carolina, Wequassett Resort, Encore Bistro And Bar, Wychmere Beach Club, Stay Alert Safety Services, Horizon Investments LLC, and Quasar Distributors, LLC. Gregory has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in North Carolina. Currently, Gregory is part of Horizon Investments LLC, which operates out of Charlotte, North Carolina. The firm has 74 employees and manages assets totaling $4.5 billion. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for investment companies, and other services. The fee structure at Horizon Investments LLC includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Other

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6210 Ardrey Kell Road Ste 300
Charlotte, NC 28277

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Horizon Investments LLC Brokerage Details

Total Assets Under Management

$4,466,593,018

NC Average: $3,625,019,099
Total Number of Employees

74

NC Average: 22
Total Number of Accounts

3,367

NC Average: 1,917
Average Account Size

$1,326,579

NC Average: $1,890,985

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Other

Gregory Manning Work History

2023 - Present (1 year)

Horizon Investments LLC

2023 - Present (1 year)

Quasar Distributors, LLC

2021 - 2023 (2 years)

The Vanguard Group, Inc

2020 - 2020 (< 1 year)

Stay Alert Safety Services

2019 - 2019 (< 1 year)

Stay Alert Safety Services

2018 - 2018 (< 1 year)

Wychmere Beach Club

2017 - 2021 (4 years)

University Of South Carolina

2017 - 2017 (< 1 year)

Encore Bistro And Bar

2016 - 2016 (< 1 year)

Wequassett Resort

2015 - 2015 (< 1 year)

Environmental Investigations

2013 - 2017 (4 years)

Woodberry Forest School

Disclosures

Please visit the SEC profile of Gregory Manning 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 Horizon Investments LLC

Matthew Bond
Charlotte, NC
Danielle Learned
Charlotte, NC
John Pifer
Charlotte, NC
Scott Ferrette
San Francisco, CA
Casey R Hazen
Charlotte, NC
Matthew Terry
Charlotte, NC
Gregory Manning
Charlotte, NC
Eric Anthony
Charlotte, NC

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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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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