Skip to content

George N Maniatis

Investment adviser representative at Prime Capital Financial
22 yearsExperience
3 statesRegistered in
$39.1BFirm assets
9 yearsFirm in business

Are you George N Maniatis? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

22 years in the industry.

  1. Prime Capital FinancialOct 2018 to now
  2. Prime Capital Investment Advisors, LLCOct 2018 to now
  3. Private Client ServicesOct 2018 to now
  4. Charles Schwab BankApr 2008 to Oct 2018
  5. Charles Schwab & Co., Inc.Jun 2004 to Aug 2018

Exams passed

  • Series 63 · Uniform Securities Agent State Law2004
  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 3 states (CO, KS, TX).

Prime Capital Financial

Legal name: Prime Capital Investment Advisors, LLC

$39.1BAssets managed
23,965Clients
264Advisers
9 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4109128
Firm CRD
288712
Advisor's SEC record (opens in a new tab)
CallContact this firm