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Kyle Mannion

Mannion Money Advisory

Marlborough, MA

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Current Employers
Mannion Money Advisory

67 Forest St Ste 350-08, Marlborough, MA 01752 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2024-09-06
  • MA RA
    APPROVED
    Since 2024-09-06

Branch Locations

67 Forest St Ste 350-08, Marlborough, MA 01752 • 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
Cold Harbor Brewing Company Westborough MA 06/2016 11/2019
Cm8 Soccer Consulting & Management Westborough MA 09/2019 05/2022
3 Step Sports Llc Andover MA 05/2022 Present
Advisers.MAnnion.mOney Llc Marlborough MA 03/2024 Present
  • 06/2016 → 11/2019
    Cold Harbor Brewing Company
    Westborough, MA
  • 09/2019 → 05/2022
    Cm8 Soccer Consulting & Management
    Westborough, MA
  • 05/2022 → Present
    3 Step Sports Llc
    Andover, MA
  • 03/2024 → Present
    Advisers.MAnnion.mOney Llc
    Marlborough, MA
Other Businesses

K Accounts Payable Manager for 3 Step Sports LLC. 40 hours a week engaged in this activity.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-26
  • S65 Uniform Investment Adviser Law Examination
    2024-02-26

View on SEC IAPD

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JOHN HANCOCK INVESTMENT MANAGEMENT LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
MARINER
EDWARD JONES

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JOSEPH FRANCIS DELANO
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MARIA GIAMPIETRO

Other Offices

COMMUNITY FINANCIAL GROUP, INC. · MARLBOROUGH, MA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Marlborough, MA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · MARLBOROUGH, MA
JOHN HANCOCK INVESTMENT MANAGEMENT LLC · Northborough, MA
LPL FINANCIAL LLC · MARLBOROUGH, MA
COMMONWEALTH FINANCIAL NETWORK · Marlborough, MA
LPL FINANCIAL LLC · MARLBOROUGH, MA
LPL FINANCIAL LLC · MARLBOROUGH, MA

More in Marlborough, MA

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