Maria Bolanos Wong (CRD# 7537920) is an Investment Advisor Representative working at Manchester Capital Management LLC in Charlottesville, VA and has 1 year of experience in the finance industry.
CRD# 3167598
Edward Jones
CRD# 4687224
State Farm Investment Management Corp.
CRD# 6986573
Clio Asset Management LLC
Company Name | Location | Dates | Years |
---|---|---|---|
Manchester Capital Management | Charlottesville, VA | Jun 2021 - Current | 2 |
Transparent.ly | Charlottesville, VA | Oct 2020 - Jun 2021 | < 1 |
University Of Virginia | Charlottesville, VA | May 2020 - Oct 2020 | < 1 |
University Of Virginia | Charlottesville, VA | Aug 2016 - May 2020 | 3 |
Nomura Securities | New York, NY | Jun 2019 - Aug 2019 | < 1 |
Colegio Maya | Guatemala, | Jan 2012 - Aug 2016 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Aug 2022 |
- VA
-
Total Assets Under Management3,688MILLIONS
-
Total Number of Accounts1,684ACCOUNTS
-
Average Account Value$2,190,294
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
CA, DC, DE, FL, IL, MA, MD, OR, TX, VA, VT
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