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Manos Guy Cito

J. W. Cole Advisors, Inc.

Tampa, FL

Okatie, SC

CRD 2318880

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Employer firm

J. W. Cole Advisors, Inc. CRD 112294

$8.25B regulatory AUM 1,971 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars
  • HOURLY & FIXED RATE CONSULTING

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

Current Employers
J. W. Cole Advisors, Inc.

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2025-02-05
  • SC RA
    APPROVED
    Since 2025-02-05

Branch Locations

4301 Anchor Plaza Parkway Suite 450, Tampa, FL 33634 • United States

Okatie, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Comprehensive Asset Management & Servicing, Inc. Parsippany NJ 01/2011 03/2018
J.W. Cole Financial, Inc. Tampa FL 03/2018 Present
J.W. Cole Advisors, Inc. Tampa FL 03/2018 Present
  • 01/2011 → 03/2018
    Comprehensive Asset Management & Servicing, Inc.
    Parsippany, NJ
  • 03/2018 → Present
    J.W. Cole Financial, Inc.
    Tampa, FL
  • 03/2018 → Present
    J.W. Cole Advisors, Inc.
    Tampa, FL
Previous Registrations
  • 2012-02-16 → 2019-03-01
    Totowa, NJ
    Manasquan, NJ
  • 2010-03-25 → 2011-01-05
    Kestra Investment Services, Llc
    Mendham, NJ
  • 2007-04-24 → 2010-03-26
    Securian Financial Services, Inc.
    Parsippany, NJ
Other Businesses

(1)CHRIS SMITH REALTY; 306 MORRIS AVENUE, SPRING LAKE NJ 07762; REAL ESTATE SINCE 8/1/13; SALES PERSON;5% OF TIME SPENT; COMMISSION. (2) BACK9 RETIREMENT SOLUTIONS; DBA; INVESTMENT RELATED; 65 Winding Oak Drive, Okatie, SC 29909; BUSINESS TYPE: FIXED INSURANCE, INCLUDING EQUITY INDEXED ANNUITIES, SECURITIES, WEALTH MANAGEMENT, AMOUNT OF TIME:30 % OF TIME SPENT. (3) BACK9 Advanced Tax Planning Solutions; 65 Winding Oak Drive, Okatie, SC 29909; Owner, Managing Partner; 11/1/2019; provide business advisory to tax accountants/CPA firms.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-04-03
S63 Uniform Securities Agent State Law Examination 1993-04-12
  • S66 Uniform Combined State Law Examination
    2007-04-03
  • S63 Uniform Securities Agent State Law Examination
    1993-04-12
Other Names
  • Manos Guy Cito
  • Manos Guy Cito

View on SEC IAPD

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