MM
CFP
MM
CFP

Michael Manasia

42 Years of Experience
Garden City, NY
Broker

Michael Manasia is a CFP-designated registered investment advisor at Wells Fargo Advisors, based in Garden City, NY, with 42 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14699 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1010 Franklin Ave Ste 400, Garden City, NY, 11530

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Michael serves as a co-trustee for his niece, dedicating minimal time to this investment-related activity. He spends less than one hour on it during trading.

Employment History
Current Registrations
Wells Fargo Advisors
August 2019 - Present · 7 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
June 2019 - Present · 7 yrs 4 mos
Previous Registrations
Morgan StanleyBroker
June 2009 - July 2019 · 10 yrs 1 mo
Morgan Stanley & CO. IncorporatedBroker
August 2008 - June 2009 · 10 mos
Citigroup Global Markets INC.Broker
July 1993 - August 2008 · 15 yrs 1 mo
Lehman Brothers INC.Broker
September 1985 - July 1993 · 7 yrs 10 mos
First Jersey Securities, INC.Broker
July 1984 - September 1985 · 1 yr 2 mos
State Registrations28 states
ALAZCACOCTDCDEFLGAILKYMAMDMIMNMONCNJNMNVNYORPASCTXVAVTWA
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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