Michael Manna
Financial advisor at Craft Wealth Services · Tampa, FL
Last updated 2026-10-10
Claim your profileMichael Manna is a financial advisor at Craft Wealth Services in Tampa, FL, CRD 7331591. Licenses and exams on the registration: Series 66. IAPD registration began 2021-06-28.
Registration
- CRD number
- 7331591
- Registration status
- Active
- IAPD registration
- 2021-06-28
- Industry Experience
- 5 years
- Work Experience
- 11 years
- States registered
- TN, TX
Licenses and exams
- Series 66
Work history
- 2019-07 to 2021-03 · Cushman & Wakefield · Chicago, IL
- 2015-08 to 2019-05 · Michigan State University · East Lansing, MI
- 2017-05 to 2017-08 · General Electric Aviation · Dayton, OH
- 2018-05 to 2018-08 · General Electric Aviation · Evendale, OH
- 2021-01 to 2023-06 · Lpl Financial, LLC · Clarksoton, MI
- 2023-06 to Present · Craft Asset Management · Tampa, FL
Current employment
- Craft Wealth Services · Tampa, FL
Craft Wealth Services
- Regulatory AUM
- $120,844,771
- Registered advisors
- 9
- Offices
- 10
- Clients per advisor
- 24.9 (Low)
- Average AUM per client
- $539.5K (Low)
- High-net-worth client ratio
- 15.2% (Moderate)
Craft Wealth Services: advisors, services and reported ETF investments
About
Michael Manna is a financial advisor at Craft Wealth Services in Tampa, FL. Reported securities licenses include Series 66. The latest record indicates 5 years of industry experience and 11 years of reported work history. Reported roles include Craft Asset Management, Lpl Financial, LLC, Cushman & Wakefield, Michigan State University, among others.
SEC disclosures list additional business and community activities: (1) Mjm Consulting Inc: ; not investment-related; at reported business location(s); tax & accounting consulting; owner; start: 8/26/22; approximately 30 hours per month, 1-2 during securities trading hours; Business development for tax clients.
Craft Wealth Services' firm-level Form ADV reports 9 advisors across 10 offices; approximately 24.9 clients per advisor, average assets per client of $539,486, and regulatory AUM of $120.8M; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses.
What this firm offers
Filed by Craft Wealth Services on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
Fee options
- Percentage of Assets Under Management
- Fixed Fees (Other Than Subscription)
Business and affiliations
- Insurance Broker or Agent
- Sells Non-Advisory Products or Services
- Accountant or Accounting Firm
Location
1902 West Kennedy Boulevard, Tampa, FL 33606
9 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 813-337-7747
- Website: craftwealthservices.com
Official record
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