Mark ManlyCRD Number: 5465119
Current Firm: Hbks Wealth Advisors
Mark Manly (CRD# 5465119) is an Investment Advisor Representative working at Hbks Wealth Advisors in Fredonia, NY and has over 10 years of experience in the finance industry.
M&t Securities, Inc.
Next Financial Group, Inc.
Park Avenue Securities LLC
|Purshe Kaplan Sterling Investments||Albany, NY||Apr 2017 - Current||< 1|
|Hbks Wealth Advisors||Fredonia, NY||Apr 2017 - Current||< 1|
|Cadaret, Grant & Company, Inc.||Orchard Park, NY||May 2011 - Mar 2017||5|
|Clearplan Financial||Orchard Park, NY||May 2011 - Jan 2015||3|
|Carter Financial Management||Orchard Park, NY||May 2011 - Jan 2012||< 1|
|Wells Fargo Advisors||Williamsville, NY||May 2009 - Apr 2011||1|
|Wachovia Securities, LLC||Williamsville, NY||Jan 2008 - Apr 2009||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Feb 2008|
Total Assets Under Management2,602MILLIONS
Total Number of Accounts9,450ACCOUNTS
Average Account Value$275,389
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
AZ, CA, CO, DE, FL, GA, IL, IN, KY, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NM, NY, OH, OR, PA, SC, TN, TX, VA, VT, WA, WY
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