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Gregory Manto - Financial Advisor

Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

767 Third Avenue, 38th Floor

New York, NY 10017
(212) 7592022

About Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

Iron Birch Advisors is a franchise of Ameriprise. We operate as a boutique practice with personalized care and attention. We attempt to meet with every client at least quarterly and a much larger in depth meeting, annually. Prior to becoming a client, several meetings are generally necessary to assess ones needs, appetite for risk and the goals of the individual and/or family.

General Information

Firm Start Year

1900

No.of Employees

20-49

CRD#

2724748

Firm CRD#

6363

Insurance License#

LA-956417 CA Insurance #0E12626

Name of Broker/Dealer

Ameriprise Financial Services, LLC

States Licensed in

CA, NY, NJ, CT, TX, MA, OR, CO, AK, PA, MO, MI

Years of Experience in Financial Services

24

Number of Years with Current Firm

2

Services

Investment Types

Alternative Investments, Stocks, Mutual Funds, Bonds, Options & Futures, Commodities, Exchange Traded Funds (ETFs), Annuities, Insurance, Socially Responsible Investments (SRI)

I can meet clients in the following ways

At my office, Video Conference, Via phone

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

76784

Securities Licenses

Series 7, Series 24, Series 63, Series 65

Insurance and Annuity Licenses

Accident, Annuity, Health, Life, Long Term Care, Variable Annuity, Variable Life, Disability

Financial Organization Memberships

National Association of Insurance and Financial Advisors (NAIFA), Million Dollar Roundtable, Financial Planning Association (FPA), National Association of Estate Planners & Councils (NAEPC)

Firm Information

Assets Managed by Firm

$200,000,000

Assets Managed by Advisor

$275,000,000

Compensation and Fees

Fee Structure

Fee-Based

Education

Certificate in Retirement Planning -

Wharton
-

Bachelor of Business Administration - Finance

Baruch College
- 1995

Disclosures

https://brokercheck.finra.org/individual/summary/2724748

Disclaimer

Ameriprise Financial cannot guarantee future financial results. Ameriprise Financial, Inc. and its affiliates do not offer tax or legal advice. Consumers should consult with their tax advisor or attorney regarding their specific situation.