J. Lawrence Manley, Jr., CFA, CIPM, financial advisor FAR HILLS NJ

J. Lawrence Manley, Jr., CFA, CIPM

CRD Number: 4395031
Current Firm: Manley Capital Management, LLC
Compensation Model: Fee Only

J. Lawrence Manley, Jr., CFA, CIPM (CRD# 4395031) is an Investment Advisor Representative working at Manley Capital Management, LLC in Summit, NJ and over twenty years of experience in the finance industry.

 

As an  investment advisor with more than twenty years of value investing experience, I have always had a passion for investing and have been lucky enough to spend my career managing investment portfolios for pension funds, endowments and high-net-worth families. My institutional experience and knowledge have led to the steadfast belief that:

* Capital preservation and the power of compounding are critical to investment success
* Fundamentals regress to the mean and markets are cyclical

 

And Unfortunately:
* Human nature is pro-cyclical (fear and greed lead investors to sell low and buy high)
* Wall Street does not always put their clients first and they charge too much for poor performance

IN MY EXPERIENCE: there are two major obstacles preventing individuals from reaching their investment goals: Wall Street and Human Nature. Individually, each obstacle is formidable but when these two forces are combined, it nearly impossible for many to reach their investment goals of: a comfortable retirement, improved living standard or providing a family or charitable legacy.


I FOUNDED MANLEY CAPITAL MANAGEMENT, LLC to overcome these investment obstacles and partner with clients to grow their savings in a responsible manner that is simple yet sophisticated.

 

CONTACT
Similar Advisors
Michael Kay, financial advisor FAR HILLS NJ
Michael F. Kay
CRD# 1420183
Financial Life Focus, LLC
Similar Advisors
Mostafa Aamer, financial advisor FAR HILLS NJ
Mostafa Aamer
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Similar Advisors
John Abadiotakis, financial advisor FAR HILLS NJ
John Abadiotakis
CRD# 2981501
Wells Fargo Clearing Services, LLC
Professional Designations
Company Name Location Dates Years
Manley Capital Management, LLC Summit, NJ Jan 2013 - Current 8
Manley Asset Management Chatham, NJ Jan 1994 - Dec 2012 18
UBS Asset Management New York, NY Jun 1991 - Dec 1993 2

J. Lawrence Manley, Jr., CFA, CIPM has no recent exams reported.
Contact Info for J. Lawrence Manley, Jr., CFA, CIPM
By the Numbers
  • Total Assets Under Management
    12
    MILLIONS
  • Total Number of Accounts
    12
    ACCOUNTS
  • Average Account Value
    $1,020,637
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NJ

Firm Disclaimer:

The material on this website is for informational purposes only and should not be considered as investment advice or a recommendation of any particular security, strategy or investment product. Information contained herein has been obtained from sources believed to be reliable, but not guaranteed. All investments contain risk. 

Ready to hire a financial advisor? Get competitive proposals from J. Lawrence Manley, Jr., CFA, CIPM and other advisors.
BADGES
Verified Page
Data verified by both the advisor and the public regulatory data.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.