Unclaimed Profile

Manuela Diaz

ROUNDANGLE ADVISORS LLC·RED BANK, New Jersey

Clean recordROUNDANGLE ADVISORS LLC

1 HARDING ROAD, RED BANK, NJ 07701CRD# 5594170Firm CRD# 282178

Profile Verification

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

Identity

Manuela Diaz · RED BANK, NJ

Registration

CRD #5594170 · ROUNDANGLE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Manuela Diaz is a registered financial advisor based in RED BANK, New Jersey, affiliated with ROUNDANGLE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Manuela

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Manuela is the right fit? Take our 2-minute quiz →

Firm Overview

Firm

ROUNDANGLE ADVISORS LLC

AUM

$155M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUNDANGLE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Other

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Other: SUBSCRIPTION FEES FOR FINANCIAL PLANNING

Regulatory

SEC/IARD CRD# 5594170

Firm CRD# 282178

View on FINRA BrokerCheck →

Looking for a financial advisor in RED BANK?

Browse all registered financial advisors in RED BANK, New Jersey or claim this profile if it's yours.

Browse RED BANK Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Manuela Diaz offer?

Manuela Diaz specializes in Financial Planning, Investment Management. Contact their office in RED BANK, New Jersey for a consultation.

What are Manuela Diaz's credentials?

Manuela Diaz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Manuela Diaz located?

Manuela Diaz is based in RED BANK, New Jersey, working with ROUNDANGLE ADVISORS LLC. Their office serves clients in the RED BANK metropolitan area and surrounding communities.

How does Manuela Diaz charge for services?

Manuela Diaz's firm is compensated through percentage of aum, hourly charges, subscription fees, other: subscription fees for financial planning. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUNDANGLE ADVISORS LLC?

ROUNDANGLE ADVISORS LLC has approximately 3 employees and manages $155M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →