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Gary Mancuso

CRD# 1810136·Registered 1988 - 2018
Previously Registered: Being a previously registered professional could mean that Gary is no longer operating under the supervision of the SEC or FINRA. That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Professional Summary

Gary Mancuso, who also goes by Gary P. Mancuso, Gary Philip Mancuso, Gary Phillip Mancuso, was a registered financial advisor. Gary was a previously registered financial professional and started their career in finance 1988 - 2018. Gary had worked at 2 firms and has passed the Series 65 and Series 7 exams.

At a Glance

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Fiduciary Standard

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Fee Structure

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Account Minimum

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Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Gary P. Mancuso, Gary Philip Mancuso, Gary Phillip Mancuso

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

No current employment

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

38 years in the financial services industry

Current & Past Employments

ADVANTAGE RETIREMENT GROUP·CRD# 144417
RIA
Marina Del Rey, CA
June 7, 2016 - April 6, 2018
INTERFIRST CAPITAL CORPORATION·CRD# 7659
BD
March 23, 1988 - July 20, 1988

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Current Firm

AR
ADVANTAGE RETIREMENT GROUP

ADVANTAGE RETIREMENT GROUP | TOUNJIAN, ALFRED M. | TOUNJIAN ADVISORY GROUP, LLC | SENIOR INFO CENTER | SAVING THE INVESTOR | ALFRED M. TOUNJIAN

CRD#: 144417 / SEC#: 801-116766

Contact Information

Main Address

8870 Daniels Parkway, Fort Myers, FL 33912

Phone Number

(239) 561-1155

# of Employees

6

Documents

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM DISCLOSURE BROCHURE (11/17/2023)

Regulatory Assets Under Management

Total Number of Accounts

1,324

AUM (Assets Under Management)

$324,701,617

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
This advisor is not registered in any state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jan 2016About the Series 65 exam

Series 7 — General Securities Representative Examination

Passed Mar 1988About the Series 7 exam

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CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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