Unclaimed Profile

Robert Alan Midgley

MANENTIA WEALTH CONSULTING INC.·GREAT NECK, New York

Series 65Clean record6 years registeredMANENTIA 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. · 6 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MANENTIA WEALTH CONSULTING INC.

BEACON GLOBAL ADVISOR NETWORK, LLC

Sep 2019 – Jan 2025

Schindellegi

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · September 18, 2019

Years registered · 6

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANENTIA WEALTH CONSULTING INC.

CRD 333415 · SEC 801-131380

AUM

$45M

Regulatory assets under management

Employees

13 client accounts

Services offered by MANENTIA WEALTH CONSULTING INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MANENTIA WEALTH CONSULTING INC. →

Introduction

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Frequently Asked Questions

What services does Robert Alan Midgley offer?

Robert Alan Midgley specializes in Financial Planning, Investment Management.

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, last registered with MANENTIA WEALTH CONSULTING INC..

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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