Stephen Mangiacotti, financial advisor Yorktown Heights NY

Stephen Mangiacotti

CRD Number: 5234290
Current Firm: J.p. Morgan Securities LLC

Stephen Mangiacotti (CRD# 5234290) is an Investment Advisor Representative working at J.p. Morgan Securities LLC in Yorktown Heights, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Jp Morgan Securities LLC Yorktown Heights, NY Jun 2017 - Current 6
Irvington Fire Company Irvington, NY Apr 2018 - Jun 2023 5
New York Life Investments New York, NY Jan 2015 - Jun 2017 2
Nylife Distributors LLC New York, NY Jan 2015 - Jun 2017 2
Morgan Stanley Smith Barney New York, NY Sep 2012 - Jan 2015 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Stephen Mangiacotti
Phone Number: 800-999-2000
Registered State(s):
  • NJ
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    249,731
    MILLIONS
  • Total Number of Accounts
    1,034,072
    ACCOUNTS
  • Average Account Value
    $241,502
Compensation Options
  • A percentage of assets under your management
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, WY

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