Angelo Manzo

Employer firm

Meeder Advisory Services, Inc. CRD 106814

$2.86B regulatory AUM 42 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2015 → Present
  Meeder Advisory Services, Inc.
  Dublin, OH

Previous Registrations

• 2017-03-06 → 2021-05-05
  Meeder Asset Management, Inc.
  Dublin, OH
• 2014-05-02 → 2015-06-29
  Hightower Advisors, Llc
  Columbus, OH
• 2010-07-08 → 2014-05-14
  Morgan Stanley
  Columbus, OH
  Columbus, OH
• 2008-02-26 → 2010-06-18
  Km&M Pinnacle, Ltd.
  Mansfield, OH
• 2010-06-08 → 2010-06-18
  Expand Financial, Llc
  Littleton, CO

Other Businesses

1. Real Estate Agent, investment-related property sales activities. Owner Land Realty, 1373 Grandview Ave., Columbus, OH, since 12/18. Approximately 1 hour per week, none during trading hours. 2. Rental property ownership, investment-related lease of residential real estate. Powell, OH. Since 5/2020. Approximately 1 hour per week, none during trading hours. 3. Insurance sales, investment-related sales of insurance products, and fixed annuities to family members. Beginning March, 2021. Less than one hour per week, none during business hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-10-26

Designations

• Certified Financial Planner
• Chartered Financial Analyst

Other Names

• Angelo Manzo
• Angelo Manzo