Leonard Manno

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CRD#: 2067290

Professional summary

Being a previously registered professional could mean that this person 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.

Leonard Manno was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 2002. Leonard had worked at 7 firms and has passed the Series 66, Series 63, Series 99TO, SIE, Series 55, Series 7 and Series 53 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary)

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

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

January 6, 2022 - August 23, 2024

MILLENNIAL ADVISERS, LLC.

RIA

CRD#: 170847

NEW YORK, NY

Past

December 6, 2021 - August 23, 2024

ONESOURCE FI LLC

CRD#: 310933

New York, NY

Past

November 8, 2021 - August 23, 2024

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

NEW YORK, NY

Past

May 14, 2021 - November 9, 2021

EAGLE STRATEGIES LLC

RIA

CRD#: 110826

NEW YORK, NY

Past

February 19, 2021 - November 9, 2021

NYLIFE SECURITIES LLC

CRD#: 5167

NEW YORK, NY

Past

May 23, 2019 - December 17, 2019

ALLIED MILLENNIAL PARTNERS, LLC

CRD#: 16569

New York, NY

Past

June 29, 2005 - March 6, 2017

ETICO PARTNERS, LLC

CRD#: 122481

NEW YORK, NY

Past

October 10, 2002 - March 16, 2005

GOLDMAN SACHS & CO. LLC

CRD#: 361

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MILLENNIAL ADVISERS, LLC.

EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 170847 / SEC#: 801-118627

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

California

Registered Investment Advisory firm - (7/30/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (7/2/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

Maryland

Registered Investment Advisory firm - (8/3/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (8/17/2020 Terminated)

New York

Registered Investment Advisory firm - (6/30/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (7/1/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/30/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/17/2021

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/7/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 3/6/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 55

Date: 6/26/2006

Limited Representative-Equity Trader Exam

General Industry/Product Exam

Series 7

Date: 10/9/2002

General Securities Representative Examination

Principal/Supervisory Exam

Series 53

Date: 10/13/2014

Municipal Securities Principal Examination

Current Firm

MILLENNIAL ADVISERS, LLC.

EJ STERLING LLC | MILLENNIAL ADVISERS, LLC. | FINANCIAL EDGE, LLC - DBA | EJ STERLING STRATEGIC WEALTH MANAGEMENT LLC

CRD#: 170847 / SEC#: 801-118627

RIA

Registered Investment Advisory firm - (5/1/2020 Approved)

California

Registered Investment Advisory firm - (7/30/2020 Terminated)

Connecticut

Registered Investment Advisory firm - (7/2/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (7/1/2020 Terminated)

Maryland

Registered Investment Advisory firm - (8/3/2020 Terminated)

New Jersey

Registered Investment Advisory firm - (8/17/2020 Terminated)

New York

Registered Investment Advisory firm - (6/30/2020 Terminated)

North Carolina

Registered Investment Advisory firm - (7/1/2020 Terminated)

Texas

Registered Investment Advisory firm - (6/30/2020 Terminated)

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Contact information

Main Address

Three World Financial 200 Vesey Street 24th Floor, New York, NY 10281

Mailing Address

Phone number

(646) 532-2400

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MILLENNIAL ADVISERS LLC BROCHURE 10.07.2025 (10/8/2025)

Regulatory assets under management

Total Number of Accounts	380
AUM (Assets Under Management)	$ 58,664,613

Red Flags

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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Advisor Monitoring

Firm Stability Insights

Leonard Manno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

ONESOURCE FI LLC

ALLIED MILLENNIAL PARTNERS, LLC

EAGLE STRATEGIES LLC

NYLIFE SECURITIES LLC

ALLIED MILLENNIAL PARTNERS, LLC

ETICO PARTNERS, LLC

GOLDMAN SACHS & CO. LLC

Primary Firm SEC Registration

MILLENNIAL ADVISERS, LLC.

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2021

Series 63

Date: 3/7/2003

Series 99TO

Date: 1/2/2023

SIE

Date: 3/6/2017

Series 55

Date: 6/26/2006

Series 7

Date: 10/9/2002

Series 53

Date: 10/13/2014

Current Firm

MILLENNIAL ADVISERS, LLC.

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MILLENNIAL ADVISERS, LLC.

TRUST BUT VERIFY

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