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Charles Manning & Associates, Inc. CRD 114359
$70.3M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Two Bala Plaza, Suite 300, Bala Cynwyd, PA 19004-1501 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 1996-05-21 |
| TX | RA | APPROVED_RES | 1996-01-30 |
Branch Locations
Two Bala Plaza, Suite 300, Bala Cynwyd, PA 19004-1501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Manning & Associates, Inc. | Bala Cynwyd | PA | 07/1998 | Present |
01/1996-PRESENT, PRESIDENT CHARLES R. MANNING, JR. HAS AN OWNERSHIP INTEREST IN AND SPENDS A MINORITY OF HIS TIME (LESS THAN FOUR HOURS A MONTH, ON AVERAGE, USUALLY AFTER MARKET HOURS) MANAGING A NON-INVESTMENT-RELATED, DEVELOPMENTAL ENERGY BUSINESS, U.S. POWER & LIGHT, INC. (TWO BALA PLAZA, SUITE 300, BALA CYNWYD, PA 19004-1501)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-27 |
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