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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Connor? Claim Your ProfileConnor Maniatty is a Registered Investment Advisor Representative. Connor currently works for Lido, a firm with offices in Los Angeles, CA and Boston, MA. Connor Maniatty is registered to provide investment advisory services in the state of California. Connor Maniatty has been in the industry since June 2014. Connor Maniatty has passed the Uniform Investment Adviser Law Examination (Series 65) in November 2014.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
08/03/2023 - Present
Lido (LOS ANGELES CA)
IA
Issued 11/26/2014
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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