Vito S. Manno
STRATEGIC ADVISERS LLC | Financial Consultant
MENDHAM, NJ
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CRD#: 4743033
Professional summary
Vito S. Manno, who also goes by VIto S Manno, Vito Manno Jr., is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Mendham, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Morristown, New Jersey.
Vito is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. Vito has worked at 8 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
With a degree in Finance and prior to becoming a financial professional nearly two decades ago, I've always endeavored to be a financial confidant that I would like to meet and partner with. One with experience, who strives to be a personable, sincere and dedicated professional that listens carefully to my and my family's needs, goals and concerns. I am that advisor, and one who believes relationships are built on trust. My team and I look forward to earning that trust and working together.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Vito S Manno | Vito Manno Jr.
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.
OAA#: 66870 | Org Name:National Real Estate Referral Group | Org Addr:Madison, NJ, US | Nature of Bus:Real Estate Sales | Invst Rel:Y | Title:Salesperson (Referral) | Duties:Entitiy is holding my real estate licence as a referral agent. Not active in sales | Start Dt:08/17/2020 | Total Hrs p/m:1 | Sec Trdng Hrs p/m:0
CRS (Client Relationship Summary) - RIA
Click below to view Vito S. Manno's 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®
NoneEducation
West Virginia University
Bachelor of Science in Business Administration - Finance
1989
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 35 Morris Street, Morristown, NJ 07960RIA
CRD#: 104555
MENDHAM, NJ
Current
August 13, 2020 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 35 Morris Street, Morristown, NJ 07960BD
CRD#: 7784
Morristown, NJ
Past
August 20, 2020 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
MORRISTOWN, NJ
Past
September 16, 2014 - August 3, 2020
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
PARSIPPANY, NJ
Past
September 9, 2014 - August 3, 2020
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
PARSIPPANY, NJ
Past
January 9, 2014 - September 9, 2014
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
RIA
CRD#: 134139
MORRISTOWN, NJ
Past
January 6, 2014 - September 9, 2014
CAMBRIDGE INVESTMENT RESEARCH, INC.
BD
CRD#: 39543
MORRISTOWN, NJ
Past
September 14, 2007 - January 6, 2014
KESTRA INVESTMENT SERVICES, LLC
RIA
CRD#: 42046
SUCCASUNNA, NJ
Past
September 14, 2007 - January 6, 2014
KESTRA INVESTMENT SERVICES, LLC
BD
CRD#: 42046
SUCCASUNNA, NJ
Past
June 24, 2004 - September 18, 2007
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
CHESTER, NJ
Past
February 3, 2004 - September 18, 2007
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
CHESTER, NJ
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".
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 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
Arizona(10/9/2020)
RR
California(10/9/2020)
RR
Colorado(5/6/2022)
RR
Connecticut(4/30/2024)
RR
Delaware(8/13/2021)
RR
District of Columbia(4/30/2024)
RR
Florida(8/13/2020)
RR
Georgia(4/30/2024)
RR
Idaho(10/8/2021)
RR
Illinois(4/30/2024)
RR
Maryland(4/30/2024)
RR
Massachusetts(3/4/2022)
RR
Michigan(4/30/2024)
RR
Minnesota(4/9/2021)
RR
Nevada(4/30/2024)
RR
New Hampshire(10/9/2020)
RR
New Jersey(8/13/2020)
IAR
New Jersey(3/31/2025)
RR
New York(8/13/2020)
RR
North Carolina(4/30/2024)
RR
Ohio(5/1/2024)
RR
Oregon(4/30/2024)
RR
Pennsylvania(8/13/2020)
RR
Rhode Island(7/8/2022)
RR
South Carolina(3/4/2022)
RR
Tennessee(4/30/2024)
RR
Texas(8/13/2020)
IAR
Texas(3/31/2025)
RR
Vermont(9/9/2022)
RR
Virginia(6/4/2021)
RR
Washington(3/23/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
SRO Registrations
RR
New York Stock Exchange
Current Firm
SA
STRATEGIC ADVISERS LLC
CROSBY ADVISORS | STRATEGIC ADVISERS, INC. | STRATEGIC ADVISERS LLC | STRATEGIC ADVISERS INC. | SAME | PORTFOLIO PLANNER | PORTFOLIO ADVISORY SERVICES/PAS | PORTFOLIO ADVISORY SERVICES | FIDELITY PRIVATE PORTFOLIO SERVICES | FIDELITY PORTFOLIO SELECTOR | FIDELITY PORTFOLIO PLANNER | FIDELITY FUNDS MANAGERPROGRAM
CRD#: 104555 / SEC#: 801-13243
RIA
Registered Investment Advisory firm - (8/11/1977 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
155 Seaport Blvd, Boston, MA 02210-2698
Mailing Address
Phone number
(617) 563-7000
Established
Firm type
Fiscal year end
# of Employees
16,291
SEC notice filing (52 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,486,631 |
| AUM (Assets Under Management) | $ 1,067,664,605,590 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/24/2025 |
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
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Mendham, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
