Joseph A. Manno

LOYAL ADVISORS

South Salem, NY

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CRD#: 5708062

Professional summary

Joseph Anthony Manno is a registered financial advisor currently at LOYAL ADVISORS located in South Salem, New York and MERIT FINANCIAL PARTNERS LLC located in Westport, Connecticut.

Joseph is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Joseph has worked at 4 firms and has passed the Series 65 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Joseph Manno currently owns and operates JMSynergy LLC, with his wife and partner Joanne Manno. The company is a Marketing and Business Consulting firm that was formed in 2009. The JMSynergy LLC business is located at 108 Smith Ridge Rd, South Salem, NY 10590 and is occasionally engaged in projects that can potentially require up to about 1-2 hours per week of Joseph's time during trading hours, with additional hours possibly occurring outside of trading hours. Please note the number of hours will vary from week to week.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Manno'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

June 6, 2022 - Present

LOYAL ADVISORS

RIA

CRD#: 319356

South Salem, NY

Current

October 17, 2025 - Present

MERIT FINANCIAL PARTNERS LLC

Office #1: 500 Post Road East Suite 228, Westport, CT 06880

RIA

CRD#: 141359

Westport, CT

Past

November 1, 2023 - October 14, 2025

THE DOWLING GROUP WEALTH MANAGEMENT

RIA

CRD#: 155624

GREENWICH, CT

Past

September 30, 2009 - November 11, 2009

MORGAN STANLEY

CRD#: 149777

MOUNT KISCO, NY

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".

MERIT FINANCIAL PARTNERS LLC

MERIT FINANCIAL PARTNERS LLC | MTP ADVISORS | MICHAEL TERRY PLANNING, LLC

CRD#: 141359 / SEC#: 801-111783

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

Connecticut

Registered Investment Advisory firm - (5/4/2020 Terminated)

New York

Registered Investment Advisory firm - (4/28/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Connecticut
(10/17/2025)

IAR

New York
(6/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 2/17/2022

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 9/29/2009

General Securities Representative Examination

Current Firm

MERIT FINANCIAL PARTNERS LLC

MERIT FINANCIAL PARTNERS LLC | MTP ADVISORS | MICHAEL TERRY PLANNING, LLC

CRD#: 141359 / SEC#: 801-111783

RIA

Registered Investment Advisory firm - (9/29/2017 Approved)

Connecticut

Registered Investment Advisory firm - (5/4/2020 Terminated)

New York

Registered Investment Advisory firm - (4/28/2020 Terminated)

Texas

Registered Investment Advisory firm - (4/28/2020 Terminated)

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Contact information

Main Address

69-64 Grand Avenue, Maspeth, NY 11378

Mailing Address

Phone number

(718) 898-0871

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MERIT FINANCIAL PARTNERS LLC FORM ADV PART 2A BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	643
AUM (Assets Under Management)	$ 313,829,332

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.

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Joseph A. Manno

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joseph Anthony Manno's CRS (Customer Relationship Summary).

Certified licenses

Experience

LOYAL ADVISORS

MERIT FINANCIAL PARTNERS LLC

THE DOWLING GROUP WEALTH MANAGEMENT

MORGAN STANLEY

Primary Firm SEC Registration

MERIT FINANCIAL PARTNERS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 2/17/2022

Series 7

Date: 9/29/2009

Current Firm

MERIT FINANCIAL PARTNERS LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MERIT FINANCIAL PARTNERS LLC

TRUST BUT VERIFY

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