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Angelo Manzo Jr

Investment Adviser Representative at Meeder Advisory Services, Inc.

Dublin, OHCRD #5487799Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
18 yrs
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Angelo Manzo is an investment adviser representative with Meeder Advisory Services, Inc. in Dublin, OH, where they have been registered since 2021. They have worked in the securities industry since 2008 and have been registered with 6 firms, including Meeder Asset Management, Inc. and Hightower Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 31 (managed futures). They are registered to provide investment advice in Ohio.

Office

6125 Memorial Dr
Dublin, OH 43017

Advisors at this office: 18

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Ohio

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/26/2007
Series 7
General Securities Representative Examination
Passed 3/16/2024
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 31
Futures Managed Funds Examination
Passed 4/1/2011
Series 7
General Securities Representative Examination
Passed 8/19/2010

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Meeder Advisory Services, Inc.Current
5/5/2021 – Dublin, OH
Meeder Asset Management, Inc.
3/6/2017 – 5/5/2021Dublin, OH
Hightower Advisors, LLC
5/2/2014 – 6/29/2015Columbus, OH
Morgan Stanley
7/8/2010 – 5/14/2014Columbus, OH
BOA, LLC
6/8/2010 – 6/18/2010Mansfield, OH
Km&m Pinnacle, Ltd.
2/26/2008 – 6/18/2010Mansfield, OH

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Meeder Advisory Services, Inc.
    Jul 2015 – no end date reportedDublin, OH

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Meeder Advisory Services, Inc.

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Fixed fee
Firm account minimum
$250,000
Firm's annual rate schedule by assets
  • Under $1,000,0000.80%
  • $1,000,000 - $2,500,0000.70%
  • $2,500,000 - $5,000,0000.65%
  • $5,000,000 - $7,500,0000.60%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsInsurance CompaniesCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
18
Offices listed on AdvisorFinder:
1
Main office:
Dublin, OH
SEC file number:
801-40023

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of April 10, 2026

View full firm profile

Other advisors at Meeder Advisory Services, Inc.

Showing 12 of 18 in the directory

View Meeder Advisory Services, Inc. firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Angelo Manzo Jr has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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