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John Charles Mann

TRINITY WEALTH MANAGEMENT, LLC·BERWYN, Pennsylvania
Series 7, Series 24, Series 66CFPClean record14 years registeredTRINITY WEALTH MANAGEMENT, LLC
899 CASSATT ROAD, BERWYN, PA 19312CRD# 4188154Firm CRD# 169216

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Charles Mann · BERWYN, PA
Registration
CRD #4188154 · TRINITY WEALTH MANAGEMENT, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

TRINITY WEALTH MANAGEMENT, LLC
Feb 2014 – present
PRIVATE ADVISOR GROUP, LLC
Jul 2012 – Feb 2014
BERWYN, PA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 24
Series 66
Registration record
First registered · July 18, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
TRINITY WEALTH MANAGEMENT, LLC
CRD 169216 · SEC 801-114053
AUM
$248M
Regulatory assets under management
Employees
6
573 client accounts
Services offered by TRINITY WEALTH MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at TRINITY WEALTH MANAGEMENT, LLC →
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05

Frequently Asked Questions

What services does John Charles Mann offer?
John Charles Mann specializes in Financial Planning, Investment Management. Contact their office in BERWYN, Pennsylvania for a consultation.
What are John Charles Mann's credentials?
John Charles Mann holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is John Charles Mann located?
John Charles Mann is based in BERWYN, Pennsylvania, working with TRINITY WEALTH MANAGEMENT, LLC. Their office serves clients in the BERWYN metropolitan area and surrounding communities.
How does John Charles Mann charge for services?
John Charles Mann'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 TRINITY WEALTH MANAGEMENT, LLC?
TRINITY WEALTH MANAGEMENT, LLC has approximately 6 employees and manages $248M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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