Samuel Mancuso, financial advisor Erie PA

Samuel Mancuso

CRD Number: 6597573
Current Firm: Cetera Investment Advisers LLC

Samuel Mancuso (CRD# 6597573) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Erie, PA and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC Saint Cloud, MN Aug 2021 - Current < 1
Cetera Investment Advisers LLC Erie, PA Aug 2021 - Current < 1
First National Bank Of Pa Erie, PA Aug 2021 - Current < 1
Keybank North East, PA Mar 2019 - Aug 2021 2
Key Investment Services Cleveland, OH Mar 2019 - Aug 2021 2
Keybank North East, PA Aug 2017 - Mar 2019 1
Key Investment Services, LLC Cleveland, OH Aug 2017 - Mar 2019 1
Key Investment Services LLC Cleveland, OH Sep 2016 - Aug 2017 < 1
Keybank North East, PA Sep 2016 - Aug 2017 < 1
Lpl Erie, PA Jan 2016 - Sep 2016 < 1
First Niagara Erie, PA Dec 2015 - Sep 2016 < 1
Sluggers Sports Bar & Grill Erie, PA Nov 2014 - Dec 2015 1
The Breakfast Place Erie, PA Oct 2010 - Oct 2014 4
Cddc Inc. Dba The Cellblock Erie, PA May 2004 - Oct 2014 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 2016
S65 NASAA Investment Advisors Law Examination Mar 2019
Contact Info for Samuel A. Mancuso
Phone Number: 888-528-2987
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    28,326
    MILLIONS
  • Total Number of Accounts
    129,758
    ACCOUNTS
  • Average Account Value
    $218,298
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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, 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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