MM
Michael Manna
CRAFT WEALTH SERVICES
Nashville, TN 37238
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CRD#: 7331591
MM
Professional summary
Michael Manna is a registered financial advisor currently at CRAFT WEALTH SERVICES located in Nashville, Tennessee.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Michael has worked at 2 firms and has passed the Series 66, Series 7TO and SIE 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.
(1) MJM Consulting Inc.; not investment-related; at reported business location(s); Tax & Accounting Consulting; Owner; Start: 8/26/22; Approximately 30 hours per month, 1-2 during securities trading hours. Business development for tax clients. (2) Hallmann Advisors, CPA's, P.C. - Investment-related- at reported business location(s); tax prep/accounting/CPA - start date 7/9/21; 10 hours per month, all during securities trading hours. Tax/Accounting.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Manna'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®
NoneExperience
Current
June 13, 2023 - Present
CRAFT WEALTH SERVICES
Office #1: 315 Deaderick St. Suite 1550, Nashville, TN 37238RIA
CRD#: 289557
Nashville, TN
Past
June 28, 2021 - June 13, 2023
LPL FINANCIAL LLC
RIA
CRD#: 6413
CLARKSTON, MI
Past
March 26, 2021 - June 13, 2023
LPL FINANCIAL LLC
BD
CRD#: 6413
CLARKSTON, MI
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".
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)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
Tennessee(6/13/2023)
IAR
Texas(10/3/2024)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 3/26/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
Current Firm
CW
CRAFT WEALTH SERVICES
CRAFT ASSET MANAGEMENT | CRAFT WEALTH SERVICES | CRAFT ASSET MANAGEMENT LLC
CRD#: 289557 / SEC#: 801-131218
RIA
Registered Investment Advisory firm - (10/1/2024 Approved)Arizona
Registered Investment Advisory firm - (10/3/2024 Terminated)California
Registered Investment Advisory firm - (11/2/2024 Terminated)Colorado
Registered Investment Advisory firm - (10/4/2024 Terminated)Connecticut
Registered Investment Advisory firm - (10/15/2024 Terminated)District of Columbia
Registered Investment Advisory firm - (10/3/2024 Terminated)Florida
Registered Investment Advisory firm - (10/3/2024 Terminated)Georgia
Registered Investment Advisory firm - (10/4/2024 Terminated)Kentucky
Registered Investment Advisory firm - (10/3/2024 Terminated)Maryland
Registered Investment Advisory firm - (10/9/2024 Terminated)Michigan
Registered Investment Advisory firm - (10/10/2024 Terminated)Ohio
Registered Investment Advisory firm - (10/3/2024 Terminated)Tennessee
Registered Investment Advisory firm - (10/3/2024 Terminated)Texas
Registered Investment Advisory firm - (10/3/2024 Terminated)Virginia
Registered Investment Advisory firm - (10/15/2024 Terminated)West Virginia
Registered Investment Advisory firm - (10/3/2024 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
615 Channelside Drive 207, Tampa, FL 33602
Mailing Address
Phone number
(813) 394-0984
Established
Firm type
Fiscal year end
# of Employees
7
SEC notice filing (16 States and Territories)
Documents
Part 2 Brochures
Regulatory assets under management
| Total Number of Accounts | 746 |
| AUM (Assets Under Management) | $ 91,966,719 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
