Anthony Manganaro (CRD# 4530239) is an Investment Advisor Representative working at Convergence Advisory Group in Omaha, NE and has over 21 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany, NY | Jan 2023 - Current | 1 |
| Convergence Wealth LLC | Omaha, NE | Nov 2020 - Current | 3 |
| Securities America, Inc. | Omaha, NE | Dec 2019 - Jan 2023 | 3 |
| Continuum Financial | Omaha, NE | Dec 2019 - Jan 2021 | 1 |
| Royal Alliance Associates, Inc. | Omaha, NE | Nov 2018 - Dec 2019 | 1 |
| Signator Investors, Inc. | Omaha, NE | May 2016 - Nov 2018 | 2 |
| Ellerbrock-norris Financial | Omaha, NE | Oct 2012 - Jun 2018 | 5 |
| Transamerica Financial Advisors, Inc. | Omaha, NE | Nov 2012 - May 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jun 2002 |
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- NE
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Total Assets Under Management77MILLIONS
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Total Number of Accounts540ACCOUNTS
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Average Account Value$142,988
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
NE, TX
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