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Gregory Manto

Iron Birch Advisors

767 Third Avenue, 38th Floor

New York, NY 10017
(212) 7592022

About Iron Birch Advisors

Iron Birch Advisors is a subsidiary of Ameriprise. We run this organization 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 asses ones needs, appetite for risk and the goals of the individual and/or family.

General Information

Firm Start Year

1898

No.of Employees

20-49

CRD#

2724748

Firm CRD#

6363

Insurance License#

LA-956417

Name of Broker/Dealer

Ameriprise

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

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

No

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Securities Licenses

Series 63, Series 65, Series 7, Series 24

Insurance and Annuity Licenses

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

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

$200,000,000

Compensation and Fees

Fee Structure

Fee-Based (Fee and Commissions)

Compensation Methods

Based on Assets

Education

Certificate in Retirement Planning -

Wharton
-

Bachelor of Business Administration - Finance

Baruch College
- 1995