MC
MC

Manos Cito

30 Years of Experience
Tampa, FL
BrokerSells Insurance

Manos Cito is a registered investment advisor at J. W. Cole Advisors, INC., based in Tampa, FL, with 30 years of industry experience. Manos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 29,614 clients with $7.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
480 advisors
Number of Clients
29,614 clients
Average Client Portfolio
$243K average
Assets Under Management
$7.2B

Fee Structure

Minimum Investment:$10K

J.W. Cole Advisors' investment management fees are based on a tiered schedule, meaning the percentage you pay decreases as your portfolio grows. The exact fee can be negotiated and may be a flat rate instead of tiered. The maximum fee is generally 3.00% and the minimum is 0.25%. There is also a program fee charged, which covers services provided by JWCA and the custodian of your account. You'll pay these fees quarterly, regardless of how many trades are made. Some advisors may or may not pay transaction costs.

Loading...

Location

4301 Anchor Plaza Parkway, Suite 450, Tampa, FL, 33634

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Manos works as a real estate salesperson and dedicates about 10-20% of his time to Back9 Retirement Solutions, where he offers fixed insurance products, securities, and wealth management. He also owns Back9 Advanced Tax Planning Solutions, providing business advisory services to tax accountants.

Employment History
Current Registrations
J. W. Cole Advisors, INC.
March 2019 - Present · 7 yrs 2 mos
J.W. Cole Financial, INC.Broker
March 2019 - Present · 7 yrs 2 mos
Previous Registrations
Comprehensive Capital Management, INC.
February 2012 - March 2019 · 7 yrs 1 mo
Apw Capital, INC.Broker
January 2011 - March 2019 · 8 yrs 2 mos
NFP Securities, INC.
March 2010 - January 2011 · 10 mos
NFP Securities, INC.Broker
March 2010 - January 2011 · 10 mos
Securian Financial Services, INC.
April 2007 - March 2010 · 2 yrs 11 mos
Securian Financial Services, INC.Broker
February 2007 - March 2010 · 3 yrs 1 mo
Prebon Financial Products INC.Broker
October 1997 - October 2004 · 7 yrs
Cantor Fitzgerald SecuritiesBroker
October 1997 - October 1997 · 0 mos
Cantor Fitzgerald & CO.Broker
March 1993 - October 1997 · 4 yrs 7 mos
State Registrations7 states
AZFLNCNJNYSCUT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.