Nicholas Paul Mangione

Employer firm

Perspective Wealth Management CRD 104619

$595M regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 01/2020 → Present
  The Junk Investment Group
  Hunt Valley, MD
• 01/2016 → 12/2019
  Hayfields Country Club
  Hunt Valley, MD

Other Businesses

Position: Insurance Agent Nature: Insurance Agent Investment Related: Yes Number of Hours: 5 hours/mo Security Trading Hours: 5 hrs/mo Start Date: 09/29/2020 Address: 307 International Circle, Suite 540, Hunt Valley, MD 21030 Description: Insurance Agent. Name of Other Business: M6 Residential, LLC Investment Related: No Address: 1402 Gateshead Rd, Towson, MD 21286 Nature of Business: Real Estate Position: Member of LLC Start Date: 09/15/2020 Hours/mo: 2 hours/mo Trading Hours: 2 hours/mo Description: Maintain accounting for home rentals. Name of Other Business: M37 Investments, LLC, Investment Related: Yes, Address: 1205 York Road, Timonium, MD 21093, Nature of Business: Family Investment Firm, Member of LLC Start Date: 02/20/2022, Hours/mo: 0 Trading Hours: 0, Description: Silent Member Investing in Real Estate, NFT, Stocks

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-01-13
• S65 Uniform Investment Adviser Law Examination
  2020-02-13

Designations

• Certified Financial Planner

Other Names

• Nick Mangione