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JM

Joseph Manglona

BUCK WEALTH STRATEGIES
PLEASANTAN, CA 94566
CRD#: 7727307
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JM
Joseph ManglonaBUCK WEALTH STRATEGIES

Professional summary

Joseph Manglona, who also goes by Joseph Edward Manglona, is a registered financial advisor currently at BUCK WEALTH STRATEGIES, LLC located in Pleasantan, California and MADISON AVENUE SECURITIES, LLC located in Pleasanton, California.

Joseph is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2024. Joseph has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Joseph Edward Manglona

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 Joseph Manglona'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

April 7, 2026 - Present

BUCK WEALTH STRATEGIES, LLC

Office #1: 4725 First St. Ste 215, Pleasantan, CA 94566
RIA
CRD#: 322138
PLEASANTAN, CA
Current

April 7, 2026 - Present

MADISON AVENUE SECURITIES, LLC

Office #1: 4725 First Street Suite 215, Pleasanton, CA 94566
RIA
BD
CRD#: 23224
PLEASANTON, CA
Past

July 12, 2024 - April 4, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
Modesto, CA
Past

June 24, 2024 - April 4, 2026

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
Modesto, CA

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".
BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA
Registered Investment Advisory firm - (7/12/2022 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
California
(4/7/2026)
IAR
California
(4/7/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/11/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/22/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/24/2024
Securities Industry Essentials Examination
SRO Registrations
RR
FINRA

Current Firm

BW
BUCK WEALTH STRATEGIES, LLC
BUCK WEALTH STRATEGIES, LLC | JOHN INGRAHAM, LLC | E. A. BUCK FINANCIAL SERVICES

CRD#: 322138 / SEC#: 801-126075

RIA
Registered Investment Advisory firm - (7/12/2022 Approved)
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Contact information

Main Address
4600 S. Syracuse Street Suite 650, Denver, CO 80237
Mailing Address
Phone number
(888) 210-6567
Established
Firm type
Fiscal year end
# of Employees
66

SEC notice filing (31 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (8/11/2025)

Regulatory assets under management

Total Number of Accounts3,982
AUM (Assets Under Management)$ 565,377,646

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
01/14/2026
Cover Page
Report
12/03/2024
Cover Page
Report
01/26/2024
Cover Page
Report

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.

Company Information

BUCK WEALTH STRATEGIES, LLC

CRD#: 322138Pleasantan, CA 94566

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