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DM

Dominic M. Manzo

ESCALATOR WEALTH ADVISORS
CAMBRIDGE, MA
Some features on this profile are disabled
CRD#: 8277388
DM
Dominic Michael ManzoESCALATOR WEALTH ADVISORS

Professional summary

Dominic Michael Manzo is a registered financial advisor currently at ESCALATOR WEALTH ADVISORS located in Cambridge, Massachusetts.

Dominic is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Dominic 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.
Lagrange 6, LLC Not investment related 79 Putnam Ave., #2. Cambridge, MA 02139 Software development Managing member Software license May, 2026 10 hours / week 10 hours / week Write software

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Dominic Michael Manzo'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®
None

Experience

Current

July 31, 2026 - Present

ESCALATOR WEALTH ADVISORS

RIA
CRD#: 342774
CAMBRIDGE, MA

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
Massachusetts
(7/31/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/1/2025
Uniform Investment Adviser Law Examination

Current Firm

EW
ESCALATOR WEALTH ADVISORS
ESCALATOR | ESCALATOR WEALTH ADVISORS, LLC | ESCALATOR WEALTH ADVISORS | ESCALATOR WEALTH

CRD#: 342774 / SEC#:

Massachusetts
Registered Investment Advisory firm - (7/31/2026 Approved)
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Contact information

Main Address
Cambridge, MA
Mailing Address
Phone number
(508) 658-0462
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

ESCALATOR WEALTH ADVISORS

CRD#: 342774Cambridge, MA

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