DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Gregory J. Manara
Certified Financial Planner
Feed of 09/14/2026
Also filed as Greg Manara
At current firm
0 y
since Mar 25, 2026
In the industry
18 y
since Apr 30, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Janney Montgomery Scott LLC BD affiliated currentsince Mar 25, 2026 · Towson, Md
- Strategic Advisers LLC national BDMar 31, 2025 to Feb 11, 2026 · Greenville, De
- Fidelity Personal And Workplace Advisors formerMar 27, 2021 to Mar 31, 2025 · Greenville, De
- Charles Schwab & Co., Inc. national BDSep 13, 2013 to Jan 29, 2021 · Towson, Md
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseMar 30, 2011 to Mar 15, 2012 · Pennington, Nj
Moves
a registration end followed by a registration begin elsewhere
- Strategic Advisers LLC to Janney Montgomery Scott LLCleft Feb 11, 2026, registered Mar 25, 2026 (42 days) · Affiliated broker-dealer or bank to another
- Fidelity Personal And Workplace Advisors to Strategic Advisers LLCleft Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
- Charles Schwab & Co., Inc. to Fidelity Personal And Workplace Advisorsleft Jan 29, 2021, registered Mar 27, 2021 (57 days) · Affiliated broker-dealer or bank to another · moved with a team
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Charles Schwab & Co., Inc.left Mar 15, 2012, registered Sep 13, 2013 (547 days) · Wirehouse to affiliated broker-dealer or bank
Signals
- Gregory J. Manara left Strategic Advisers Llc for Janney Montgomery Scott Llc (registered 2026-03-25)Feb 11, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address