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Vito Manno

22 Years of Experience
Morristown, NJ
Broker

Vito Manno is a registered investment advisor at Strategic Advisers LLC, based in Morristown, NJ, with 22 years of industry experience. Vito operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 2,031,770 clients with $1100B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
17027 advisors
Number of Clients
2,031,770 clients
Average Client Portfolio
$525K average
Assets Under Management
$1067.7B

Fee Structure

Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.25%
$500K - $1.0M1.10%
$1.0M - $2.0M0.90%
$2.0M - $5.0M0.70%
$5M+0.50%

Fidelity Advisory Services: 1.10% on all assets. Wealth Management and Private Wealth Management: tiered fees as described above. Fees are subject to change and can be negotiated for certain accounts. Additional fees of up to 0.40% may apply for SMA Sleeves where advisory services are not provided solely by a Strategic Advisers affiliate.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

35 Morris Street, Morristown, NJ, 07960-3919

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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

Vito holds a real estate license as a referral agent with National Real Estate Referral Group, but is not active in sales. This activity requires minimal time.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 6 mos
Fidelity Brokerage Services LLC
August 2020 - Present · 6 yrs 1 mo
Fidelity Brokerage Services LLCBroker
August 2020 - Present · 6 yrs 1 mo
Previous Registrations
Fidelity Personal and Workplace Advisors
August 2020 - March 2025 · 4 yrs 7 mos
Principal Securities, INC.
September 2014 - August 2020 · 5 yrs 11 mos
Principal Securities, INC.Broker
September 2014 - August 2020 · 5 yrs 11 mos
Cambridge Investment Research Advisors, INC.
January 2014 - September 2014 · 8 mos
Cambridge Investment Research, INC.Broker
January 2014 - September 2014 · 8 mos
NFP Securities, INC.
September 2007 - January 2014 · 6 yrs 4 mos
NFP Securities, INC.Broker
September 2007 - January 2014 · 6 yrs 4 mos
AXA Advisors, LLC
June 2004 - September 2007 · 3 yrs 3 mos
AXA Advisors, LLCBroker
February 2004 - September 2007 · 3 yrs 7 mos
State Registrations29 states
AZCACOCTDCDEFLGAIDILMAMDMIMNNCNHNJNVNYOHORPARISCTNTXVAVTWA
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.