Garrett Mancuso

MEASURED RISK PORTFOLIOS

Rockville Centre, NY 11570

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CRD#: 7564599

Professional summary

Garrett Mancuso is a registered financial advisor currently at MEASURED RISK PORTFOLIOS located in Rockville Centre, New York.

Garrett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Garrett has worked at 3 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Mancuso'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

January 30, 2026 - Present

MEASURED RISK PORTFOLIOS

Office #1: 265 Sunrise Highway #45, Rockville Centre, NY 11570

RIA

CRD#: 141422

Rockville Centre, NY

Past

June 6, 2025 - January 15, 2026

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

August 27, 2024 - April 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

MELVILLE, NY

Past

July 17, 2024 - April 16, 2025

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MELVILLE, 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".

MEASURED RISK PORTFOLIOS

KINGSROAD FINANCIAL & INSURANCE SERVICES | MEASURED RISK PORTFOLIOS, INC. | MEASURED RISK PORTFOLIOS | KINGSROAD FINANCIAL INSURANCE SERVICES, INC.

CRD#: 141422 / SEC#: 801-80124

RIA

Registered Investment Advisory firm - (8/14/2014 Approved)

California

Registered Investment Advisory firm - (10/3/2014 Terminated)

Louisiana

Registered Investment Advisory firm - (9/4/2014 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

New York
(1/30/2026)

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 66

Date: 8/27/2024

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/17/2024

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 3/16/2023

Securities Industry Essentials Examination

Current Firm

MEASURED RISK PORTFOLIOS

KINGSROAD FINANCIAL & INSURANCE SERVICES | MEASURED RISK PORTFOLIOS, INC. | MEASURED RISK PORTFOLIOS | KINGSROAD FINANCIAL INSURANCE SERVICES, INC.

CRD#: 141422 / SEC#: 801-80124

RIA

Registered Investment Advisory firm - (8/14/2014 Approved)

California

Registered Investment Advisory firm - (10/3/2014 Terminated)

Louisiana

Registered Investment Advisory firm - (9/4/2014 Terminated)

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Contact information

Main Address

5230 Carroll Canyon Road #224, San Diego, CA 92121

Mailing Address

Phone number

(858) 935-1125

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (17 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A BROCHURE (3/31/2025)

Regulatory assets under management

Total Number of Accounts	1,456
AUM (Assets Under Management)	$ 399,968,279

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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Garrett Mancuso

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Garrett Mancuso's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEASURED RISK PORTFOLIOS

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

AMERIPRISE FINANCIAL SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

MEASURED RISK PORTFOLIOS

State Registrations and Notice Filings

Exams

Series 66

Date: 8/27/2024

Series 7TO

Date: 7/17/2024

SIE

Date: 3/16/2023

Current Firm

MEASURED RISK PORTFOLIOS

Contact information

SEC notice filing (17 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEASURED RISK PORTFOLIOS

TRUST BUT VERIFY

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