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Quintin Matthew Mangano

Investment adviser representative at Mwa Financial Services, Inc.
11 yearsExperience
2 statesRegistered in
$640MFirm assets
10 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 fee

Services the firm offers

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

  • Financial planning
  • Portfolio management

Experience

11 years in the industry.

  1. Mwa Financial Services Inc.Jul 2024 to now
  2. Modern Woodmen of AmericaJun 2024 to now
  3. Prometheus GroupJan 2024 to Apr 2024
  4. North Carolina State UniversityAug 2020 to Dec 2023
  5. Nash County Public SchoolsJan 2013 to Jul 2020

Exams passed

  • Series 63 · Uniform Securities Agent State Law2024
  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 2 states (FL, NC).

Mwa Financial Services, Inc.

$640MAssets managed
2,012Clients
213Advisers
10 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
7964284
Firm CRD
112630
Advisor's SEC record (opens in a new tab)
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