Carolina Manning, financial advisor Philadelphia PA
88 score

Carolina Manning

CRD Number: 6326238
Current Firm: Mycio Wealth Partners, LLC

Carolina Manning (CRD# 6326238) is an Investment Advisor Representative working at Mycio Wealth Partners, LLC in Philadelphia, PA and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Mycio Wealth Partners, LLC Philadelphia, PA Mar 2014 - Current 3
Carne Capital Ardmore, PA Nov 2013 - Mar 2014 < 1
Unemployed Wynnewood, PA Jun 2013 - Nov 2013 < 1
Cornell University Ithaca, NY Aug 2009 - May 2013 3
University Of Melbourne Melbourne, Feb 2012 - Jul 2012 < 1
George K. Baum & Company New York, NY Jun 2011 - Jul 2011 < 1
Urban Outfitters, Inc. Wayne, PA Jun 2010 - Aug 2010 < 1
Camp Magar Bryn Mawr, PA Jun 2010 - Aug 2010 < 1
Camp Magar Bryn Mawr, PA Jun 2009 - Aug 2009 < 1
The Agnes Irwin School Rosemont, PA Apr 2004 - Jun 2009 5
Camp Magar Bryn Mawr, PA Jun 2008 - Aug 2008 < 1
Camp Magar Bryn Mawr, PA Jun 2007 - Aug 2007 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
Contact Info for Carolina L. Manning
Phone Number: 267-295-2280
Firm Website:
Registered State(s):
  • PA
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 pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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

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