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69-64 Grand Avenue, Maspeth, NY 11378 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-10-17 |
| NY | RA | APPROVED | 2025-10-17 |
Branch Locations
500 Post Road East Suite 228, Westport, CT 06880 • United States
South Salem, NY • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-06 |
Branch Locations
South Salem, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Direct Wines Inc | Norwalk | CT | 10/2009 | 11/2021 |
| Unemployed | South Salem | NY | 12/2021 | 03/2022 |
| Loyal Advisors | South Salem | NY | 08/2011 | Present |
| Merit Financial Partners Llc | Westport | CT | 10/2025 | Present |
Joseph Manno currently owns and operates JMSynergy LLC, with his wife and partner Joanne Manno. The company is a Marketing and Business Consulting firm that was formed in 2009. The JMSynergy LLC business is located at 108 Smith Ridge Rd, South Salem, NY 10590 and is occasionally engaged in projects that can potentially require up to about 1-2 hours per week of Joseph's time during trading hours, with additional hours possibly occurring outside of trading hours. Please note the number of hours will vary from week to week.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-17 |
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