AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why AdvisorCheck

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
JM

John Manley

ARISTOTLE CAPITAL MANAGEMENT
BOSTON, MA 02110
Some features on this profile are disabled
CRD#: 4473689
JM

Professional summary

John Manley, who also goes by John Joseph Manley III, John Joseph Manley, is a registered financial advisor currently at ARISTOTLE CAPITAL MANAGEMENT, LLC located in Boston, Massachusetts and FORESIDE FINANCIAL SERVICES, LLC located in Boston, Massachusetts.

John is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. John has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

John Joseph Manley Iii | John Joseph Manley

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) - RIA

Click below to view John Manley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

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

Current

July 17, 2018 - Present

ARISTOTLE CAPITAL MANAGEMENT, LLC

Office #1: 125 Summer Street Suite 1220, Boston, MA 02110
RIA
CRD#: 109876
BOSTON, MA
Current

October 16, 2023 - Present

FORESIDE FINANCIAL SERVICES, LLC

Office #1: 1 Federal Street 36th Floor, Boston, MA 02110
BD
CRD#: 148477
Boston, MA
Past

October 13, 2016 - October 24, 2023

IMST DISTRIBUTORS, LLC

BD
CRD#: 130745
Boston, MA
Past

June 16, 2014 - March 24, 2016

WILLIAM BLAIR

BD
CRD#: 1252
CHICAGO, IL
Past

May 12, 2014 - March 24, 2016

WILLIAM BLAIR

RIA
CRD#: 1252
CHICAGO, IL
Past

December 12, 2001 - February 15, 2005

KOBREN INSIGHT BROKERAGE, INC

BD
CRD#: 21298
WELLESLEY, MA

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".
AC
ARISTOTLE CAPITAL MANAGEMENT, LLC
ARISTOTLE | REED CONNER & BIRDWELL LLC | REED CONNER & BIRDWELL | ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD#: 109876 / SEC#: 801-60014

RIA
Registered Investment Advisory firm - (2/8/2001 Approved)

State Registrations and Notice Filings

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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(10/24/2023)
RR
Connecticut
(10/24/2023)
RR
District of Columbia
(10/24/2023)
RR
Florida
(10/24/2023)
RR
Georgia
(10/24/2023)
RR
Illinois
(10/24/2023)
RR
Kentucky
(10/24/2023)
RR
Maine
(10/24/2023)
RR
Maryland
(10/24/2023)
IAR
Massachusetts
(7/17/2018)
RR
Massachusetts
(10/24/2023)
RR
Michigan
(10/24/2023)
RR
Minnesota
(10/24/2023)
RR
Missouri
(10/24/2023)
RR
New Hampshire
(10/24/2023)
RR
New Jersey
(10/24/2023)
RR
New York
(10/24/2023)
RR
North Carolina
(10/24/2023)
RR
Ohio
(10/25/2023)
RR
Pennsylvania
(10/24/2023)
RR
Rhode Island
(10/24/2023)
RR
Texas
(10/24/2023)
RR
Vermont
(10/24/2023)
RR
Virginia
(10/24/2023)

Exams

State Security Law Exam
RR
Series 63
Date: 8/14/2014
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/16/2014
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AC
ARISTOTLE CAPITAL MANAGEMENT, LLC
ARISTOTLE | REED CONNER & BIRDWELL LLC | REED CONNER & BIRDWELL | ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD#: 109876 / SEC#: 801-60014

RIA
Registered Investment Advisory firm - (2/8/2001 Approved)
PREMIUM
Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.
Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.
Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
11100 Santa Monica Blvd Suite 1700, Los Angeles, CA 90025-0449
Mailing Address
Phone number
(310) 478-4005
Established
Firm type
Fiscal year end
# of Employees
170

SEC notice filing (49 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACM FORM ADV PART 2A (3/19/2026)

Regulatory assets under management

Total Number of Accounts5,169
AUM (Assets Under Management)$ 43,543,321,650

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.

Company Information

ARISTOTLE CAPITAL MANAGEMENT, LLC

CRD#: 109876Boston, MA 02110

TRUST BUT VERIFY

Monitor John Manley

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Martin Lee Robbins II
Martin RobbinsAdvisorCheck Check Mark
AMERIPRISE FINANCIAL SERVICES, LLC
IAR
RR
Norwell, MA
TR
Tamara RoseAdvisorCheck Check Mark
STATE STREET GLOBAL ADVISORS FUNDS DISTRIBUTORS, LLC
RR
BOSTON, MA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2026 AdvisorCheck, an AIMR Analytics company. All rights reserved.