Unclaimed Profile

Robert Alan Midgley

MANENTIA WEALTH CONSULTING INC.·GREAT NECK, New York

Clean recordMANENTIA WEALTH CONSULTING INC.

185 GREAT NECK ROAD, GREAT NECK, NY 11021CRD# 7155345Firm CRD# 333415

Profile Verification

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

Identity

Robert Alan Midgley · GREAT NECK, NY

Registration

CRD #7155345 · MANENTIA WEALTH CONSULTING INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Robert Alan Midgley is a registered financial advisor based in GREAT NECK, New York, affiliated with MANENTIA WEALTH CONSULTING INC.. 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

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

MANENTIA WEALTH CONSULTING INC.

AUM

$45M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MANENTIA WEALTH CONSULTING INC. →

Services

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7155345

Firm CRD# 333415

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Robert Alan Midgley offer?

Robert Alan Midgley specializes in Financial Planning, Investment Management. Contact their office in GREAT NECK, New York for a consultation.

What are Robert Alan Midgley's credentials?

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

Where is Robert Alan Midgley located?

Robert Alan Midgley is based in GREAT NECK, New York, working with MANENTIA WEALTH CONSULTING INC.. Their office serves clients in the GREAT NECK metropolitan area and surrounding communities.

How does Robert Alan Midgley charge for services?

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

How large is MANENTIA WEALTH CONSULTING INC.?

MANENTIA WEALTH CONSULTING INC. has approximately 6 employees and manages $45M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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