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Angelo A Mancini

Investment adviser representative at Fountain Square Asset Management
21 yearsExperience
1 stateRegistered in
$233.7MFirm assets
4 yearsFirm in business

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How the firm charges

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

Percentage of assets

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

21 years in the industry.

  1. Cetera Wealth Services, LLCFeb 2025 to now
  2. Fountain Square Asset ManagementJul 2021 to now
  3. Concourse Financial Group Securities IncNov 2005 to Feb 2025

Exams passed

  • Series 63 · Uniform Securities Agent State Law2002
  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (OH).

Fountain Square Asset Management

Legal name: Fountain Square Asset Management, LLC

$233.7MAssets managed
398Clients
3Advisers
4 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
4146759
Firm CRD
316955
Advisor's SEC record (opens in a new tab)
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