Nicholas Manna, financial advisor Greenwood Village CO

Nicholas Manna

CRD Number: 6702358
Current Firm: Fidelity Personal And Workplace Advisors

Nicholas Manna (CRD# 6702358) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Greenwood Village, CO and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Fidelity Brokerage Services LLC Merrimack, NH Aug 2016 - Current 4
N/a Boston, MA Jun 2016 - Aug 2016 < 1
Power Home Remodeling Group Waltham, MA Mar 2016 - May 2016 < 1
Family Chiropractic East Haven, CT May 2015 - Mar 2016 < 1
Penske Truck Leasing Lawrence, MA Jun 2015 - Feb 2016 < 1
Difruscia Industries Johnston, RI Mar 2015 - May 2015 < 1
Branford Yacht Club Branford, CT May 2012 - May 2015 3
1-800-gotjunk East Haven, CT May 2013 - Aug 2014 1
The Campus Special Kingston, RI Sep 2013 - Mar 2014 < 1
N/a Kingston, RI Aug 2011 - Sep 2013 2
Stop & Shop Branford, CT Jun 2009 - Aug 2011 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2019
Contact Info for Nicholas J. Manna
Phone Number: 617-563-7000
Registered State(s):
  • CO
  • TX
By the Numbers
  • Total Assets Under Management
    453,297
    MILLIONS
  • Total Number of Accounts
    1,038,219
    ACCOUNTS
  • Average Account Value
    $436,610
Compensation Options
  • A percentage of assets under your management
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
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, VT, WA, WI, WV, WY

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