Kuruvila Mani
Kuruvila Mani is a CFP, ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in Austin, TX, with 21 years of industry experience. Kuruvila operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4508 Shoal Creek Blvd, Austin, TX, 78756
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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
Kuruvila operates Mani Financial Services as a DBA for insurance and securities. He is also the General Manager of Basse Orchard & Ranch LLC, an independent insurance agent selling fixed insurance products, and involved with the Boy Scouts of America. These activities take up a significant amount of Kuruvila's time.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations12 states
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