Vincent P. Mannino
STRATEGIC ADVISERS LLC | Financial Consultant
BRICK, NJ
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CRD#: 6669821
Professional summary
Vincent Philip Mannino, CFP®, who also goes by VIncent Philip Mannino, is a registered financial advisor currently at STRATEGIC ADVISERS LLC located in Brick, New Jersey and FIDELITY BROKERAGE SERVICES LLC located in Shrewsbury, New Jersey.
Vincent is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Vincent has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Biography
Throughout my years in the financial services industry, I have learned that financial decision making is not a one-size-fits-all model. As a Financial Consultant at Fidelity Investments, I partner with our clients to develop a financial plan that aligns with their specific needs, goals, and unique circumstances aiming to provide for a financial future that they desire.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Retirement Planning
Retirement Income Management
Insurance Planning
What is your minimum asset requirement?
250K
Are you a "fiduciary"?
Yes
Aliases
Vincent Philip Mannino
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.
OBA-10897|OrgNmn:Self Employed|Org Addr:Howell,New Jersey,US|OBA Nature:Professional Athlete|Invst Rel:N|Title:Professional Athlete|Duties:Serve as an ambassador for the sport by being present on social media and video projects|StrtDt:03-01-08|TotHrs/mon:10|TrdHrs/mon:0|
CRS (Client Relationship Summary) - RIA
Click below to view Vincent Philip Mannino'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®
CFP®
Start date: 2020
Education
Monmouth University
Bachelor of Science, Business Administration - Marketing
2013
Experience
Current
March 31, 2025 - Present
STRATEGIC ADVISERS LLC
Office #2: 530 Route 35 Shrewsbury Commons, Shrewsbury, NJ 07702RIA
CRD#: 104555
BRICK, NJ
Current
August 23, 2018 - Present
FIDELITY BROKERAGE SERVICES LLC
Office #1: 530 Route 35, Shrewsbury, NJ 07702BD
CRD#: 7784
Shrewsbury, NJ
Past
November 13, 2019 - March 31, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
RIA
CRD#: 288590
SHREWSBURY, NJ
Past
October 26, 2017 - August 9, 2018
PARK AVENUE SECURITIES LLC
RIA
CRD#: 46173
SHREWSBURY, NJ
Past
April 18, 2017 - August 9, 2018
PARK AVENUE SECURITIES LLC
BD
CRD#: 46173
SHREWSBURY, 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
Alabama(2/3/2025)
RR
Arizona(7/21/2023)
RR
Connecticut(1/15/2020)
RR
Delaware(2/3/2025)
RR
Florida(10/23/2019)
RR
New Jersey(8/23/2018)
IAR
New Jersey(3/31/2025)
RR
New York(10/23/2019)
RR
North Carolina(10/14/2021)
RR
Ohio(1/30/2024)
RR
Pennsylvania(10/23/2019)
RR
South Carolina(11/13/2023)
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
STRATEGIC ADVISERS LLC
Financial ConsultantCRD#: 104555Brick, NJTRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
