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Michael Joseph Manceri

Icapital Markets LLC

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About Michael Joseph Manceri

Michael Manceri is a financial advisor who is currently registered with iCapital Markets LLC in New York, NY. Michael has over 9 years of experience in the financial services industry, working with clients to help them achieve their financial goals. Previously, Michael worked for ACERVUS SECURITIES, INC., BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC, BROOKFIELD PRIVATE ADVISORS LLC, OPPENHEIMERFUNDS DISTRIBUTOR, INC., RAYMOND JAMES FINANCIAL SERVICES, INC., and AMERIPRISE FINANCIAL SERVICES, INC. Michael holds the Series 7 and Series 66 licenses, as well as the Securities Industry Essentials (SIE) exam.

Firm Information

Michael Manceri is currently registered with Icapital Markets LLC. Icapital Markets LLC is a Limited Liability Company that was formed on August 13, 2001. The company is registered in all 50 states, as well as the District of Columbia, Puerto Rico, and the Virgin Islands. Icapital Markets LLC is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

219

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.

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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Michael Manceri’s Registration & Firm History

NY

04/10/2024 - Present

Icapital Markets LLC (NEW YORK NY)

NY

07/27/2022 - 03/27/2024

ACERVUS SECURITIES, INC. (NEW YORK NY)

NY

12/22/2021 - 07/06/2022

BROOKFIELD OAKTREE WEALTH SOLUTIONS LLC (New York NY)

NY

05/08/2019 - 12/22/2021

BROOKFIELD PRIVATE ADVISORS LLC (NEW YORK NY)

NY

12/05/2017 - 05/08/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (NEW YORK NY)

FL

09/22/2017 - 11/24/2017

RAYMOND JAMES FINANCIAL SERVICES, INC. (Miami FL)

FL

10/08/2015 - 09/28/2017

AMERIPRISE FINANCIAL SERVICES, INC. (Miami FL)

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Licenses & Designations

BOTH

Issued 12/07/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Joseph Manceri.
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