Unclaimed Profile

Kevin William Manzo

AXXCESS WEALTH MANAGEMENT, LLC·CARLSBAD, California

SIE, Series 7, Series 66Clean record18 years registeredAXXCESS WEALTH MANAGEMENT, LLC

6005 HIDDEN VALLEY ROAD, CARLSBAD, CA 92011CRD# 5277204Firm CRD# 164081

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kevin William Manzo · CARLSBAD, CA

Registration

CRD #5277204 · AXXCESS WEALTH MANAGEMENT, LLC · 18 years registered

Brand Profile

Not yet started

Career History

AXXCESS WEALTH MANAGEMENT, LLC

Jan 2022 – present

AXXCESS WEALTH MANAGEMENT, LLC

Mar 2013 – Dec 2021

FULLERTON, CA

MARTIN KELLY CAPITAL MANAGEMENT, LLC

Jun 2011 – Dec 2012

SAN DIEGO, CA

C.K. COOPER & COMPANY, INC.

Jul 2008 – Jan 2010

IRVINE, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 14, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

AXXCESS WEALTH MANAGEMENT, LLC

CRD 164081 · SEC 801-76763

AUM

$6.5B

Regulatory assets under management

Employees

24,090 client accounts

Services offered by AXXCESS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at AXXCESS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Kevin William Manzo offer?

Kevin William Manzo specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CARLSBAD, California for a consultation.

What are Kevin William Manzo's credentials?

Kevin William Manzo is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kevin William Manzo located?

Kevin William Manzo is based in CARLSBAD, California, working with AXXCESS WEALTH MANAGEMENT, LLC. Their office serves clients in the CARLSBAD metropolitan area and surrounding communities.

How does Kevin William Manzo charge for services?

Kevin William Manzo's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is AXXCESS WEALTH MANAGEMENT, LLC?

AXXCESS WEALTH MANAGEMENT, LLC has approximately 78 employees and manages $6.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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