John
Mancinotti

Everhart Advisors

CRD#7299024
Investment Advisor
in Dublin, OH

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About this Advisor

John Mancinotti is a financial advisor who works out of Dublin, Ohio. Mancinotti is on the advisory team at Everhart Advisors. During their career, the advisor has held roles at Probank Austin, Batelle, Muirfield Village, Copper Run Capital, St John'S Jesuit High School & Academy, The Ohio State University, Ameritas Investment Company, LLC, Hamilton Capital, Wilcox Financial, Wilcox Sports Managment, Ameritas Advisory Services, LLC and Everhart Advisors. Mancinotti has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Ohio. Everhart Advisors is a registered investment business that has its headquarters in Dublin, OH. It has offices in two locations and a total of 45 financial advisors. It oversees $1 billion in assets under management across its 4,100 accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 4,100 accounts, just 2% belong to high-net-worth clients who have more than $1 million in assets available to invest. Everhart Advisors has a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors largely vary depending on which services the firm provides the client. However, fee types billed by Everhart Advisors can be comprised of some blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

535 Metro Place South Suite 100
Dublin, OH 43017

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Everhart Advisors Brokerage Details

Total Assets Under Management

$1,084,743,953

OH Average: $2,106,341,625
Total Number of Employees

45

OH Average: 34
Total Number of Accounts

4,100

OH Average: 1,972
Average Account Size

$264,572

OH Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Mancinotti Work History

John has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Everhart Advisors

2021 - 2023 (2 years)

Ameritas Advisory Services, LLC

2020 - 2020 (< 1 year)

Probank Austin

2020 - 2020 (< 1 year)

Batelle

2020 - 2023 (3 years)

Ameritas Investment Company, LLC

2020 - 2020 (< 1 year)

Hamilton Capital

2020 - 2023 (3 years)

Wilcox Financial

2020 - 2023 (3 years)

Wilcox Sports Managment

2019 - 2019 (< 1 year)

Copper Run Capital

2019 - 2020 (1 year)

The Ohio State University

2017 - 2017 (< 1 year)

Muirfield Village

2015 - 2019 (4 years)

The Ohio State University

2011 - 2015 (4 years)

St John'S Jesuit High School & Academy

*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 John Mancinotti 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 Everhart Advisors

Gregory Roberto
Miamisburg, OH
Rainer Schertel
Dublin, OH
Philip Parker
Dublin, OH
Thomas Carline
Dublin, OH
John Mancinotti
Dublin, OH
Carson Pearlman
Dublin, OH
Andrew Pfeiffer
Dublin, OH
Steven Murlin
Dublin, OH

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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