Peter Maniscalco (CRD# 4435025) is an Investment Advisor Representative working at Avantax Advisory Services in Bayhead, NJ and has over 22 years of experience in the finance industry.
CRD# 2083423
Main Street Financial Solutions, LLC
CRD# 4874990
Prudential Financial Planning Services
CRD# 2130640
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Maniscalco Wealth Management Ltd | Bayhead, NJ | Oct 2021 - Current | 2 |
| 140 Daleham Street LLC | Staten Island, NY | Jul 2020 - Current | 3 |
| Avantax Insurance Agency, LLC | Staten Island, NY | Nov 2019 - Current | 4 |
| Xavier High School | New York, NY | May 2019 - Current | 5 |
| St Clare Church Parish Council | Staten Island, NY | Sep 2018 - Current | 5 |
| Thadeus Lee Snt | Staten Island, NY | Feb 2009 - Current | 15 |
| Avantax Advisory Services | Staten Island, NY | May 2004 - Current | 20 |
| Avantax Investment Services, Inc. | Staten Island, NY | Jul 2001 - Current | 22 |
| Peter A Maniscalco | Brooklyn, NY | Apr 1993 - Current | 31 |
| Richmond County Country Club | Staten Island, NY | Apr 2009 - Apr 2022 | 13 |
| Richmond County Country Club | Staten Island, NY | Jun 2004 - Apr 2022 | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2001 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
- NY
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Total Assets Under Management41,696MILLIONS
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Total Number of Accounts131,534ACCOUNTS
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Average Account Value$316,996
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
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- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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- Educational seminars/workshops
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