wiseradvisor

Gregory Manto - Financial Advisor
Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC

Tel: (212) 759-2022
767 Third Avenue, 38th Floor
New York, NY 10017
Iron Birch Advisors, a financial advisor practice of Ameriprise Financial Services, LLC | Financial Advisor in New York ,NY

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
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
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


Qualifications & Memberships

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


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


Compensation and Fees

Fee Structure:   Fee-Based


Board Positions

Organization:  Westchester C.O.P. Fund
Position :  President
Duration :  01/01/2019-Currently holding

Organization:  Bottom Line  New York City
Position :  New York Regional Board Member
Duration :  01/01/2019-Currently holding


Education

Certificate in Retirement Planning  Wharton
-

Bachelor of Business Administration - Finance  Baruch College - NYC
- 1995




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.

Gregory Manto - Financial Advisor

Gregory Manto - Financial Advisor

76784

see more

My Services

Financial Advice & Consulting

The financial advice offered is on an unbiased basis toward any particular company or investment platform. Iron Birch Advisors is a Franchise of Ameriprise.


Financial Planning for Individuals

Most investments with respect to funds or stocks can be had by any advisor. The real key is trying to figure out how to net more profits by reducing taxable implications and maintain your returns while reducing risk.


Financial Planning for Businesses

For the business owner, there is a wide array of opportunities to invest in and exercise ones rights in taking advantage of various strategies. In addition, employee benefits can increase employee retention and morale.


Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express

Social Networks

tweeter facebook linkedin