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.
John Michael Mancinotti
- Title
- Wealth Manager & Retirement Plan Consultantreportedeverhartadvisors.comfirm site, Sep 15, 2026
- Designations
- CFPreportedeverhartadvisors.comas printed on the bio page, Sep 16, 2026
- Professional profile
- everhartadvisors.com/team-member/jack-mancinottireportedeverhartadvisors.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- Everhart Advisors independent RIA currentsince Mar 10, 2023 · Dublin, Oh
- Ameritas Advisory Services, LLC BD affiliatedNov 1, 2021 to Feb 2, 2023 · Toledo, Oh
- Ameritas Advisory Services formerNov 24, 2020 to Nov 1, 2021 · Toledo, Oh
- Ameritas Advisory Services, LLC to Everhart Advisorsleft Feb 2, 2023, registered Mar 10, 2023 (36 days) · Affiliated broker-dealer or bank to independent RIA
- Ameritas Advisory Services to Ameritas Advisory Services, LLCleft Nov 1, 2021, registered Nov 1, 2021 (0 days) · corporate re-registration, not a move
- John Michael Mancinotti left Ameritas Advisory Services, Llc for Everhart Advisors (registered 2023-03-10)Feb 2, 2023 · Advisor changed firm · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address