Gregory Manto

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

767 Third Avenue, 38th Floor

New York, NY 10017

212-759-2022

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

2018

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

Number of Years with Current Firm

I work with the following types of clients

Individual Investors, Businesses

Foreign Languages Serviced

Spanish, Hebrew

Advisory Services Provided

Financial Planning for Businesses, Financial Planning for Individuals, Education Funding and Planning, Risk Management, Wealth Management, 401K Rollovers, Portfolio Management, Financial Planning, Insurance Products & Annuities, Estate Planning & Trusts, Financial Advice & Consulting, Retirement Planning

Services

Investment Types

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

CFP^®, APMA^®, RICP^®, CRPC^®, ChFC^®, AWMA^®, CAS^™, CLU^®, CSA^®

Securities Licenses

Series 65, Series 7, Series 24, Series 63, Series 66

Insurance and Annuity Licenses

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

Financial Organization Memberships

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

Firm Information

Assets Managed by Firm

450,000,000

Assets Managed by Advisor

450,000,000

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.