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Joseph Anthony Manno

THE Dowling Group Wealth Management

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About Joseph Anthony Manno

Joseph Anthony Manno is a financial advisor with The Dowling Group Wealth Management, located in Greenwich, Connecticut. Joseph has been in the industry since 2009, and has worked with clients across both New York and Connecticut. Joseph is a Registered Representative with The Dowling Group Wealth Management. Joseph also has a Series 65 and a Series 7 designation. Joseph Manno also owns and operates JMSynergy LLC, a marketing and business consulting firm.

Firm Information

Joseph Manno is currently registered with THE Dowling Group Wealth Management. THE Dowling Group Wealth Management is an investment advisor located in GREENWICH, CT. The firm has 3 licensed agents and 3 investment advisor representatives. They have $139,665,768 in regulatory assets under management, of which $128,717,188 is discretionary. The firm primarily serves individuals, including high-net-worth individuals, and pension and profit-sharing plans. They offer financial planning and portfolio management services for individuals.
THE Dowling Group Wealth Management

1171 E. PUTNAM AVENUE, #1B

GREENWICH, CT 06878

$139.67M

Assets Under Management

3

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Manno’s Registration & Firm History

CT

11/01/2023 - Present

THE Dowling Group Wealth Management (GREENWICH CT)

NY

09/30/2009 - 11/11/2009

MORGAN STANLEY SMITH BARNEY (MOUNT KISCO NY)

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Licenses & Designations

IA

Issued 02/17/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/29/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Anthony Manno.
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