Thomas Joseph Manetta
Professional Summary
Thomas Joseph Manetta, who also goes by Tom Manetta, is a registered financial advisor currently at MANETTA WEALTH located in San Ramon, California. Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Thomas has worked at 16 firms and has passed the Series 66, Series 63, Series 31 and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Tom Manetta
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Videos & Posts
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Contact Information
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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.
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Years of Experience
23 years in the financial services industry
Current & Past Employments
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Current Firm
MANETTA WEALTH | MANETTA WEALTH MANAGEMENT INC. | MANETTA WEALTH MANAGEMENT
Contact Information
Main Address
4115 Blackhawk Plaza Circle, Suite 100, Danville, CA 94506Phone Number
(925) 648-2000# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
45AUM (Assets Under Management)
$50,000,000Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Thomas Joseph Manetta's CRS (Customer Relationship Summary).
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