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Emil Manzano

Truist Advisory Services, INC.
12 Years of Experience
Weston, FL
1 DisclosureBroker
View SEC Summary
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Emil Manzano is a registered investment advisor at Truist Advisory Services, INC., based in Weston, FL, with 12 years of industry experience. Emil is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 129,307 clients with $77B in assets under management.

Truist Advisory Services, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1975 advisors
Number of Clients
129,307 clients
Average Client Portfolio
$599K average
Assets Under Management
$77.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K2.25%
$100K - $250K2.20%
$250K - $500K2.15%
$500K - $1.0M2.00%
$1.0M - $2.0M1.85%
$2.0M - $5.0M1.75%
$5.0M - $10.0M1.65%
$10.0M - $25.0M1.50%
$25M+1.45%

Fees are negotiable and billed quarterly in arrears. AMC Advantage Program charges a separate program fee up to 2.25% plus third-party manager fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1200 Weston Road, Weston, FL, 33326

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History

Regulatory History (1)
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Financial
January 2025
Pending
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Truist Advisory Services, INC.
July 2024 - Present · 2 yrs 3 mos
Truist Investment Services, INC.Broker
June 2024 - Present · 2 yrs 4 mos
Previous Registrations
Citigroup Global Markets INC.
June 2022 - July 2024 · 2 yrs 1 mo
Citigroup Global Markets INC.Broker
June 2022 - July 2024 · 2 yrs 1 mo
Amerant Investments, INC.
September 2021 - April 2022 · 7 mos
Amerant Investments, INC.Broker
September 2021 - April 2022 · 7 mos
Citigroup Global Markets INC.
February 2020 - August 2021 · 1 yr 6 mos
Citigroup Global Markets INC.Broker
November 2015 - August 2021 · 5 yrs 9 mos
Hsbc Securities (USA) INC.Broker
March 2014 - November 2015 · 1 yr 8 mos
Citigroup Global Markets INC.Broker
September 2013 - March 2014 · 6 mos
State Registrations3 states
FLGASC
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.
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