Angelo Mancini is a registered investment advisor, based in Cincinnati, OH, with 25 years of industry experience.
Location
4520 Cooper Road, Suite 201, Cincinnati, OH, 45242
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Regulatory History
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
Angelo is an investment advisor and insurance agent, dedicating a few hours per week to providing life and annuity insurance products. He is also an investment advisor/partner at Fountain Square Asset Management, spending full-time hours providing investment advisory services.
Employment History
Current Registrations
Cetera Wealth Services, LLCBroker
Fountain Square Asset Management
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Wrp Investments, INC.Broker
Commonwealth Financial NetworkBroker
State Registrations6 states
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.