Joseph Manglona
Investment adviser representative at Buck Wealth Strategies, LLC
12 yearsExperience
1 stateRegistered in
$1.6BFirm 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 assetsFixed or flat fee
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
12 years in the industry.
- Buck Wealth Strategies, LLCApr 2026 to now
- Buck Financial ServicesApr 2026 to now
- E.A. Buck Insurance, Inc. dba E.A. Buck Financial ServicesApr 2026 to now
- Madison Avenue SecuritiesApr 2026 to now
- Thrivent FinancialMay 2024 to Mar 2026
- Thrivent Investment Management Inc.Feb 2024 to Mar 2026
- Knighted VenturesOct 2023 to May 2024
- UnemployedMay 2023 to Oct 2023
- University of the PacificAug 2022 to May 2023
- University of the PacificJun 2020 to Jul 2022
- FedexMay 2020 to Jul 2020
- University of the PacificAug 2018 to May 2020
- Millennium High SchoolAug 2014 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Buck Wealth Strategies, LLC
$1.6BAssets managed
2,948Clients
50Advisers
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
- 7727307
- Firm CRD
- 322138