Kevin Manzo, financial advisor Carlsbad CA
93 score

Kevin Manzo

CRD Number: 5277204
Current Firm: Axxcess Wealth Management, LLC

Kevin Manzo (CRD# 5277204) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Carlsbad, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Arete Wealth Management LLC Schaumburg, IL Oct 2013 - Current 3
Axxcess Wealth Management Carlsbad, CA Jan 2010 - Current 6
Ari Financial Services, Inc. Overland Park, KS Dec 2011 - Oct 2013 1
C. K. Cooper & Company Irvine, CA Jan 2007 - Dec 2010 3
Riverplace Capital Management Anaheim Hills, CA Jan 2005 - Jan 2007 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2007
Contact Info for Kevin W. Manzo
Phone Number: 858-217-5347
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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