Thomas Manetta (CRD# 4709940) is an Investment Advisor Representative working at Manetta Wealth in San Ramon, CA and has over 20 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manetta Wealth Management, Inc. | San Ramon, CA | Oct 2023 - Current | < 1 |
| Perigon Wealth Management | San Francisco, CA | Mar 2019 - Current | 5 |
| Anthem Wealth Partners | San Ramon, CA | May 2017 - Mar 2019 | 1 |
| Perigon Wealth Management | San Ramon, CA | Jun 2016 - Jul 2017 | 1 |
| Wealthsource Partners, LLC | San Ramon, CA | Jan 2016 - Jun 2016 | < 1 |
| Avant-garde Advisors LLC | San Ramon, CA | May 2012 - Jun 2016 | 4 |
| Anthem Wealth Partners, Inc. | San Ramon, CA | Jan 2012 - Mar 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2004 |
| S66 | NASAA Uniform Combined State Law Examination | Jul 2004 |
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- CA
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CA
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