John Manocchio, financial advisor Thousand Oaks CA
90 score

John Manocchio

CRD Number: 5976361
Current Firm: Waddell & Reed

John Manocchio (CRD# 5976361) is an Investment Advisor Representative working at Waddell & Reed in Thousand Oaks, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Truckee Donner Chamber Of Commerce Truckee, CA Sep 2014 - Current 2
Catt Community Project Truckee, CA Nov 2013 - Current 3
Sierra Senior Services Truckee, CA Feb 2013 - Current 3
Various Insurance Carriers For W&r Insurance Agencies Camarillo, CA Jan 2012 - Current 4
Waddell & Reed Inc. Thousand Oaks, CA Sep 2011 - Current 5
Bni Tahoe City, CA Jan 2015 - Jun 2016 1
Water Safety Corp Reno, NV Nov 2004 - Jun 2012 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2012
Contact Info for John C. Manocchio
Phone Number: 913-236-2000
Firm Website: http://www.waddell.com
Registered State(s):
  • CA
  • CO
  • FL
  • KY
  • MI
  • MO
  • NV
  • NM
  • PA
  • SC
  • TX
  • UT
  • VA
By the Numbers
  • Total Assets Under Management
    18,309
    MILLIONS
  • Total Number of Accounts
    149,599
    ACCOUNTS
  • Average Account Value
    $122,387
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
Types of Clients
Registered States

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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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