Manoj Sharma

Current Employers

Employment History

• 12/2011 → 01/2021
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Marion, OH
• 09/2014 → 01/2021
  Bank Of America, N.A.
  Marion, OH
• 01/2021 → Present
  Sanctuary Wealth
  Marion, OH

Previous Registrations

• 2015-02-10 → 2021-01-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Findlay, OH

Other Businesses

(1) Name: Marion Noon Kiwanis Position: Board Member Nature: Nature and purpose of the club is to raise funds through charitable events and fundraisers to donate to kids in need or towards educational supplies for kids. All proceeds raised got to a notable kids charity. Investment Related: No Hours: 10 Securities Trading Hours: 10 Start Date: 10/07/2015 Address: PO Box 0170, Marion OH 43301, United States Description: Board member to help in decision making processes if that is choosing the type of event to hold or how we can better help the kids in the community. (2) Name: Alluvial Private Wealth LLC Position: Vice President, Wealth Advisor Nature: Alluvial private wealth is the name of our llc. alluvial private wealth offers financial planning and investment management services to clients. Investment Related: Yes Hours: 50 Securities Trading Hours: 130 Start Date: 01/08/2021 Address: 107 n main st, marion OH 43302, United States Description: Provide financial planning and advice to clients 3) Name: Alluvial Private Wealth LLC Position: Member Nature: Alluvial Private Wealth LLC is a Qualified Opportunity Zone Fund which has invested in Alluvial Private Wealth Management LLC which is a Qualified Opportunity Zone business. Alluvial Private Wealth Management LLC provides financial planning & wealth management services to our clients. Investment Related: Yes Hours: 50 Securities Trading Hours: 130 Start Date: 01/08/2021 Address: 107 N Main Street Ste 202, Marion OH 43302, United States Description: Provide financial planning and advice to clients 4) Name: Alluvial Private Wealth Cleveland QOF Position: Member Nature: Alluvial Private Wealth Cleveland QOF is a qualified opportunity zone fund which was organized to invest solely unqualified opportunity zone businesses, and specifically to invest in Alluvial Private Wealth Cleveland LLC Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 01/06/2023 Address: 107 N Main Street Ste 202, Marion OH 43235, United States Description: As member of the LLC, my responsibility is to help the managing member in any activities he needs help with for the Alluvial Private Wealth Cleveland QOF.

Exams

• S66 Uniform Combined State Law Examination
  2015-02-09

Other Names

• Manus Sharma
• Manus K Sharma