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
Angelo Manzo
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as Angelo Manzo
At current firm
5 y
since May 5, 2021
In the industry
18 y
since Oct 26, 2007 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Meeder Advisory Services, Inc. independent RIA currentsince May 5, 2021 · Dublin, Oh
- Meeder Asset Management, Inc. asset managerMar 6, 2017 to May 5, 2021 · Dublin, Oh
- Hightower Advisors, LLC BD affiliatedMay 2, 2014 to Jun 29, 2015 · Columbus, Oh
- Morgan Stanley wirehouseJul 8, 2010 to May 14, 2014 · Columbus, Oh
- Expand Financial, LLC institutionalJun 8, 2010 to Jun 18, 2010 · Littleton, Co
- Km&M Pinnacle, Ltd. state registeredFeb 26, 2008 to Jun 18, 2010 · Mansfield, Oh
Moves
a registration end followed by a registration begin elsewhere
- Meeder Asset Management, Inc. to Meeder Advisory Services, Inc.left May 5, 2021, registered May 5, 2021 (0 days) · Other · moved with a team
- Hightower Advisors, LLC to Meeder Asset Management, Inc.left Jun 29, 2015, registered Mar 6, 2017 (616 days) · Other
- Morgan Stanley to Hightower Advisors, LLCleft May 14, 2014, registered May 2, 2014 (-12 days) · Other
- Km&M Pinnacle, Ltd. to Expand Financial, LLCleft Jun 18, 2010, registered Jun 8, 2010 (-10 days) · Other
- Expand Financial, LLC to Morgan Stanleyleft Jun 18, 2010, registered Jul 8, 2010 (20 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address