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Michael Joseph Mancusi

Investment adviser representative at Conscious Capital Wealth Management, LLC
25 yearsExperience
2 statesRegistered in
$131.3MFirm assets
6 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 assetsHourlyFixed or flat feePerformance-basedOther

Services the firm offers

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

  • Financial planning
  • Portfolio management
  • Seminars and workshops

Experience

25 years in the industry.

  1. Purshe Kaplan Sterling Investments, Inc.Apr 2018 to now
  2. Conscious Capital Wealth Management, LLCDec 2017 to now
  3. J.W. Cole Financial, Inc.Dec 2017 to Apr 2018
  4. MML Investors Services, LLCMar 2017 to Dec 2017
  5. Barnum Benefit GroupJun 2010 to Dec 2017
  6. Msi Financial Services, Inc.Nov 2001 to Mar 2017
  7. Barnum Financial GroupJun 2001 to Dec 2017

Exams passed

  • Series 65 · Uniform Investment Adviser Law2001
  • Series 63 · Uniform Securities Agent State Law2002

State registrations

Registered as an investment adviser representative in 2 states (CT, MA).

Conscious Capital Wealth Management, LLC

$131.3MAssets managed
207Clients
3Advisers
6 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
4476369
Firm CRD
174670
Advisor's SEC record (opens in a new tab)
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