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Est. 2026The front page of wealth managementNew York

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Investment adviser representative · Merit Financial Partners LLC

Joseph A. Manno

CRD 5708062 · Maspeth, NY

At a glance

Joseph A. Manno is an investment adviser representative with Merit Financial Partners LLC in Maspeth, NY, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Joseph’s SEC record dates to 2022, about 4 years ago.

Current advisory firms

  • Merit Financial Partners LLCSince October 2025Maspeth, NY · $308M in regulatory assets
  • Loyal AdvisorsSince June 2022South Salem, NY · State-registered or not in the SEC’s list

SEC adviser record

Registered since
2022 (4 years)
Designations
None on file
Exams
Series 65
Registered in
2 states
Also a broker representative
No
Disclosures on record
None

AtlasMembers

Joseph’s office, career and moves

Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.

Branch office address, business phone and website
Locked
Previous firms, with start and end dates
1 firmLocked
Employment history
Locked
States they’re registered in
Locked
Outside business activities
Locked
When they joined their current firm, and their firm’s growth
Locked
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.