JM
John J. Mangiameli
SOUND FINANCIAL CENTER
SEQUIM, WA 98382
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CRD#: 7332383
JM
John Joseph MangiameliSOUND FINANCIAL CENTER
Professional summary
John Joseph Mangiameli is a registered financial advisor currently at SOUND FINANCIAL CENTER LLC located in Sequim, Washington.
John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. John has worked at 1 firm and has passed the Series 65 exam.
At a Glance
Always Fiduciary
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.
Northside Consulting, LLC dba Sequim Academy of Music Not investment related 150 S. 5th Ave Unit 1 Sequim, WA 98382 Owner Started about oct 2011 under Northside Consulting, LLC dba Joyful Noise Music Center 4 hours per week Teaching ukulele and guitar to kids, bookkeeping - Hobbs Up, LLC Not investment related 201 S. Olympic View Ave Sequim, WA 98382 Aircraft Rental Owner Started 2021 0 hours per week/Month - Not operating, entity kept open for accounting purposes I used to perform admin tasks related to aircraft rental - Green Flyte, LLC Not investment related This entity held a personally owned aircraft for pleasure use. 0 hours week/month
CRS (Client Relationship Summary) - RIA
Click below to view John Joseph Mangiameli'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
September 11, 2024 - Present
SOUND FINANCIAL CENTER LLC
Office #1: 121 West Bell Street, Sequim, WA 98382RIA
CRD#: 125767
SEQUIM, WA
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
Washington(9/11/2024)
Exams
What does exam status mean?
State Security Law Exam
Current Firm
SF
SOUND FINANCIAL CENTER LLC
MANGIAMELI, JOSEPH F | SOUND FINANCIAL COMPANY | SOUND FINANCIAL CENTER, LLC | SOUND FINANCIAL CENTER LLC | SOUND FINANCIAL CENTER
CRD#: 125767 / SEC#:
Washington
Registered Investment Advisory firm - (9/9/2003 Approved)Loading...
Contact information
Main Address
121 West Bell Street, Sequim, WA 98382
Mailing Address
Phone number
(360) 683-4500
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 270 |
| AUM (Assets Under Management) | $ 99,596,534 |
Red Flags
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