Lindsay M. Manietta

THE GLEASON GROUP

Prospect, KY 40059

Some features on this profile are disabled

CRD#: 6779002

Professional summary

Lindsay Marie Manietta, CFP®, who also goes by Lindsay Marie Schneider, is a registered financial advisor currently at THE GLEASON GROUP, INC. located in Prospect, Kentucky.

Lindsay is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Lindsay has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Lindsay Marie Schneider

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 Lindsay Marie Manietta'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: 2019

Experience

Current

May 2, 2017 - Present

THE GLEASON GROUP, INC.

Office #1: 9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059

RIA

CRD#: 175104

Prospect, KY

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".

THE GLEASON GROUP, INC.

ADSWORTH WEALTH MANAGEMENT, INC. | THE GLEASON GROUP, INC.

CRD#: 175104 / SEC#: 801-96195

RIA

Registered Investment Advisory firm - (5/5/2015 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

Florida
(7/20/2021)

IAR

Hawaii
(8/9/2024)

IAR

Kentucky
(5/2/2017)

IAR

Texas
(5/27/2021)

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: 3/10/2017

Uniform Investment Adviser Law Examination

Current Firm

THE GLEASON GROUP, INC.

ADSWORTH WEALTH MANAGEMENT, INC. | THE GLEASON GROUP, INC.

CRD#: 175104 / SEC#: 801-96195

RIA

Registered Investment Advisory firm - (5/5/2015 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

9418 Norton Commons Boulevard Suite 100, Prospect, KY 40059

Mailing Address

Phone number

(502) 882-7300

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

DISCLOSURE BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	1,023
AUM (Assets Under Management)	$ 973,859,957

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.

Similar Advisors

Trystan Downey

CERITY PARTNERS LLC

IAR

LOUISVILLE, KY

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Lindsay M. Manietta

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Lindsay Marie Manietta's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE GLEASON GROUP, INC.

Primary Firm SEC Registration

THE GLEASON GROUP, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/10/2017

Current Firm

THE GLEASON GROUP, INC.

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE GLEASON GROUP, INC.

TRUST BUT VERIFY

Similar Advisors