Joseph Manno
Merit Financial Partners · Westport, Connecticut
Joseph Manno is a fee-only financial advisor at Merit Financial Partners in Westport, Connecticut. Merit Financial Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Merit Financial Partners |
|---|---|
| Based in | Westport, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $308.2M across 564 accounts |
| SEC registration | Investment adviser representative in CT, NY · CRD 5708062 |
| Exams passed | Series 65 (2022) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.meritfinancialpartners.com |
How Joseph's firm compares
- Merit Financial Partners's average account is about $547,000, from its Form ADV (assets managed divided by 564 accounts).
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Questions about Joseph
Is Joseph Manno a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Merit Financial Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph's firm, Merit Financial Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Manno based?
Joseph Manno is based in Westport, Connecticut.
Is Joseph Manno registered with the SEC?
Yes. Joseph Manno is registered as an investment adviser representative in CT and NY (CRD 5708062), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Merit Financial Partners manage?
Merit Financial Partners reports $308.2M across 564 accounts in assets under management.
How do I contact Joseph Manno?
Through Joseph's website, www.meritfinancialpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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