Angelo Manzo (CRD# 5487799) is an Investment Advisor Representative working at Meeder Advisory Services, Inc. in Dublin, OH and has over 16 years of experience in the finance industry. Angelo Manzo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2483337
Stratos Wealth Partners, Ltd
CRD# 5207204
Shuttleworth & Company
CRD# 5706352
Inspire Advisors, LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
The CFA is the gold standard for financial professionals who analyze securities. CFAs focus on portfolio construction and investment selection.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Meeder Investment Management, Inc. | Dublin, OH | Jul 2015 - Current | 8 |
| Hightower Securities, LLC | Columbus, OH | May 2014 - Jun 2015 | 1 |
| Hightower Advisors, LLC | Columbus, OH | May 2014 - Jun 2015 | 1 |
| Morgan Stanley Smith Barney | Columbus, OH | Jun 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2007 |
- OH
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Total Assets Under Management1,442MILLIONS
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Total Number of Accounts3,713ACCOUNTS
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Average Account Value$388,462
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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