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AM

Angelo Manzo

MEEDER ADVISORY SERVICES
Dublin, OH 43017
Some features on this profile are disabled
CRD#: 5487799
AM

Professional summary

Angelo Manzo JR, CFP®, who also goes by Angelo Manzo Jr., Angelo Manzo, is a registered financial advisor currently at MEEDER ADVISORY SERVICES, INC. located in Dublin, Ohio.

Angelo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Angelo has worked at 8 firms and has passed the Series 66, Series 7TO, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Angelo Manzo Jr. | Angelo Manzo

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 Angelo Manzo JR'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®
CFP®

Certified Financial Planner

Start date: 2022

Experience

Current

May 5, 2021 - Present

MEEDER ADVISORY SERVICES, INC.

Office #1: 6125 Memorial Dr, Dublin, OH 43017
RIA
CRD#: 106814
Dublin, OH
Past

March 6, 2017 - May 5, 2021

MEEDER ASSET MANAGEMENT, INC.

RIA
CRD#: 105794
DUBLIN, OH
Past

July 20, 2015 - August 31, 2021

MEEDER DISTRIBUTION SERVICES, INC.

BD
CRD#: 36773
DUBLIN, OH
Past

May 2, 2014 - June 29, 2015

HIGHTOWER ADVISORS, LLC

RIA
CRD#: 145323
COLUMBUS, OH
Past

May 2, 2014 - June 29, 2015

HIGHTOWER SECURITIES, LLC

BD
CRD#: 116681
Columbus, OH
Past

August 20, 2010 - May 14, 2014

MORGAN STANLEY

BD
CRD#: 149777
COLUMBUS, OH
Past

July 8, 2010 - May 14, 2014

MORGAN STANLEY

RIA
CRD#: 149777
COLUMBUS, OH
Past

June 8, 2010 - June 18, 2010

EXPAND FINANCIAL, LLC

RIA
CRD#: 152515
MANSFIELD, OH
Past

February 26, 2008 - June 18, 2010

KM&M PINNACLE, LTD.

RIA
CRD#: 121103
MANSFIELD, OH

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".
MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 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.

Highlighted states indicate IAR registrations

IAR
Ohio
(5/5/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/26/2007
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/16/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 31
Date: 4/1/2011
Futures Managed Funds Examination
General Industry/Product Exam
RR
Series 7
Date: 8/19/2010
General Securities Representative Examination

Current Firm

MA
MEEDER ADVISORY SERVICES, INC.
MEEDER ADVISORY SERVICES, INC | MEEDER INVESTMENT MANAGEMENT, INC. | MEEDER ADVISORY SERVICES, INC.

CRD#: 106814 / SEC#: 801-40023

RIA
Registered Investment Advisory firm - (10/23/1991 Approved)
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Contact information

Main Address
6125 Memorial Dr, Dublin, OH 43017
Mailing Address
P. O. Box 7177, Dublin, OH 43017
Phone number
(866) 633-3371
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (51 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

MEEDER ADVISORY SERVICES, INC. - 2025 BROCHURE (11/12/2025)

Regulatory assets under management

Total Number of Accounts3,800
AUM (Assets Under Management)$ 2,088,369,039

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

MEEDER ADVISORY SERVICES, INC.

CRD#: 106814Dublin, OH 43017

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