Frank Mancuso (CRD# 6810408) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Phoenix, AZ and has over 4 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4607086
Origin Investment Advisory LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Leawood, KS | Nov 2019 - Current | 4 |
| Sie Study | Leawood, KS | Jul 2019 - Oct 2019 | < 1 |
| Pittsburg State University | Pittsburg, KS | Aug 2017 - Jul 2019 | 1 |
| Johnson County Community College | Overland Park, KS | May 2015 - Jul 2019 | 4 |
| Pittsburg State University | Pittsburg, KS | Mar 2019 - May 2019 | < 1 |
| Merrill Lynch Wealth Management | Leawood, KS | Jun 2018 - Aug 2018 | < 1 |
| Elite Squad Tennis Club | Overland Park, KS | Jun 2017 - Aug 2017 | < 1 |
| Country Club Of Leawood | Leawood, KS | Jun 2017 - Aug 2017 | < 1 |
| Fort Scott Community College | Fort Scott, KS | Jun 2017 - Jul 2017 | < 1 |
| Body First Fitness | Manhattan, KS | Feb 2017 - May 2017 | < 1 |
| Kansas State University | Manhattan, KS | Aug 2015 - May 2017 | 1 |
| Elite Squad Tennis Club | Overland Park, KS | Jun 2016 - Aug 2016 | < 1 |
| St. James Academy | Lenexa, KS | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- CA
- KS
- TX
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Total Assets Under Management1,271,594MILLIONS
-
Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Educational seminars/workshops
- Other
AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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