Samuel Mancuso (CRD# 6597573) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Erie, PA and has over 8 years of experience in the finance industry.
CRD# 6679950
Hbks Wealth Advisors
CRD# 6100972
Hbks Wealth Advisors
CRD# 4843777
Hbks Wealth Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Services LLC | Saint Cloud, MN | Aug 2021 - Current | 2 |
| Cetera Investment Advisers LLC | Erie, PA | Aug 2021 - Current | 2 |
| First National Bank Of Pa | Erie, PA | Aug 2021 - Current | 2 |
| Keybank | North East, PA | Mar 2019 - Aug 2021 | 2 |
| Key Investment Services | Cleveland, OH | Mar 2019 - Aug 2021 | 2 |
| Keybank | North East, PA | Aug 2017 - Mar 2019 | 1 |
| Key Investment Services, LLC | Cleveland, OH | Aug 2017 - Mar 2019 | 1 |
| Key Investment Services LLC | Cleveland, OH | Sep 2016 - Aug 2017 | < 1 |
| Keybank | North East, PA | Sep 2016 - Aug 2017 | < 1 |
| Lpl | Erie, PA | Jan 2016 - Sep 2016 | < 1 |
| First Niagara | Erie, PA | Dec 2015 - Sep 2016 | < 1 |
| Sluggers Sports Bar & Grill | Erie, PA | Nov 2014 - Dec 2015 | 1 |
| The Breakfast Place | Erie, PA | Oct 2010 - Oct 2014 | 4 |
| Cddc Inc. Dba The Cellblock | Erie, PA | May 2004 - Oct 2014 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2016 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2019 |
- PA
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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