Unclaimed Profile

Robert L Manganaro

FLUENT WEALTH PARTNERS, LLC·SAN JOSE, California

Series 65Clean record20 years registeredFLUENT WEALTH PARTNERS, LLC

1530 THE ALAMEDA, SAN JOSE, CA 95126CRD# 5114981Firm CRD# 147512

Profile Verification

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

Identity

Robert L Manganaro · SAN JOSE, CA

Registration

CRD #5114981 · FLUENT WEALTH PARTNERS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FLUENT WEALTH PARTNERS, LLC

FLUENT WEALTH PARTNERS

Sep 2009 – Mar 2018

SAN JOSE, CA

PWJOHNSON WEALTH MANAGEMENT

May 2006 – Sep 2009

SUNNYVALE, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · May 22, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FLUENT WEALTH PARTNERS, LLC

CRD 147512 · SEC 801-69352

AUM

$136M

Regulatory assets under management

Employees

520 client accounts

Services offered by FLUENT WEALTH PARTNERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FLUENT WEALTH PARTNERS, LLC →

Introduction

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Frequently Asked Questions

What services does Robert L Manganaro offer?

Robert L Manganaro specializes in Financial Planning, Investment Management.

What are Robert L Manganaro's credentials?

Robert L Manganaro is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Robert L Manganaro located?

Robert L Manganaro is based in SAN JOSE, California, last registered with FLUENT WEALTH PARTNERS, LLC.

How does Robert L Manganaro charge for services?

Robert L Manganaro's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FLUENT WEALTH PARTNERS, LLC?

FLUENT WEALTH PARTNERS, LLC has approximately 3 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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