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GM

Gregory J. Mancuso

Some features on this profile are disabled
CRD#: 5681691
GM

Professional summary

Gregory Jon Mancuso was barred by the FINRA from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.

Gregory is a previously registered financial professional and started their career in finance in 2009. Prior to being barred, Gregory had worked at 12 firms, which includes CROWDVEST SECURITIES LLC, HERITAGE EQUITY MANAGEMENT LLC, BMA ADVISORS LLC, BMA SECURITIES LLC, KINGSCOTE CAPITAL LLC, CRAFT CAPITAL MANAGEMENT LLC, BBVA SECURITIES INC., PNC MANAGED ACCOUNT SOLUTIONS INC., BBVA COMPASS INVESTMENT SOLUTIONS INC, J.P. MORGAN SECURITIES LLC, CHASE INVESTMENT SERVICES CORP., EDWARD JONES.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Gregory Mancuso

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

December 13, 2019 - October 13, 2020

CROWDVEST SECURITIES LLC

BD
CRD#: 288827
HUTCHINSON ISLAND, FL
Past

October 26, 2018 - October 1, 2019

HERITAGE EQUITY MANAGEMENT LLC

RIA
CRD#: 291647
FORT PIERCE, FL
Past

November 3, 2016 - November 9, 2017

BMA ADVISORS, LLC

RIA
CRD#: 124299
Austin, TX
Past

August 2, 2016 - November 13, 2017

BMA SECURITIES, LLC

BD
CRD#: 108219
EL SEGUNDO, CA
Past

May 10, 2016 - September 8, 2016

KINGSCOTE CAPITAL LLC

RIA
CRD#: 173520
Austin, TX
Past

April 15, 2016 - August 17, 2016

CRAFT CAPITAL MANAGEMENT LLC

BD
CRD#: 171350
GARDEN CITY, NY
Past

May 16, 2013 - June 5, 2015

BBVA SECURITIES INC.

BD
CRD#: 27060
AUSTIN, TX
Past

November 26, 2012 - June 5, 2015

PNC MANAGED ACCOUNT SOLUTIONS, INC.

RIA
CRD#: 110476
AUSTIN, TX
Past

November 19, 2012 - May 16, 2013

BBVA COMPASS INVESTMENT SOLUTIONS, INC

BD
CRD#: 17086
AUSTIN, TX
Past

October 1, 2012 - November 6, 2012

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
MCALLEN, TX
Past

October 1, 2012 - November 6, 2012

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MCALLEN, TX
Past

December 16, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

RIA
CRD#: 25574
MISSION, TX
Past

December 16, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

BD
CRD#: 25574
MISSION, TX
Past

October 6, 2009 - November 19, 2010

EDWARD JONES

RIA
CRD#: 250
HARLINGEN, TX
Past

September 21, 2009 - November 19, 2010

EDWARD JONES

BD
CRD#: 250
HARLINGEN, TX

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.

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/3/2009
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 11/13/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/18/2009
General Securities Representative Examination

Current Firm

CS
CROWDVEST SECURITIES LLC
CROWDVEST SECURITIES LLC | CROWDVEST SECURITIES, LLC.

CRD#: 288827 / SEC#: , 8-69962

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
21 Sovereign Way, Hutchinson Island, FL 34949
Mailing Address
21 Sovereign Way, Hutchinson Island, FL 34949
Phone number
(954) 304-4708
Established
Tennessee since 04/25/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)

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

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
LARDINO, FRANK ARTHURCCO, AMLCO, POO4104690
LARDINO, FRANK ARTHURCEO/PRESIDENT4104690
QUINTERO, ARTHUR MANLIOFINOP1676250

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

CROWDVEST SECURITIES LLC

CRD#: 288827

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