Andrew Stephen Mancuso

CFP

The Ameriflex Group

14 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Retirement PlanningEstate PlanningTax PlanningFinancial Planning & CoachingInvestment Management

The Ameriflex Group

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

167 advisors

Number of Clients

16,688 clients

Average Client Portfolio

$561K average

Assets Under Management

$9.4B

Fee Structure

Location

3858 Carson Street, Suite 201, Torrance, CA, 90503

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History

Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

May 2018

Denied

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Other Business ActivitiesSells Insurance

Andrew sells life, long-term care, and disability insurance under Mancuso Wealth Management LLC, spending a few hours per week. He also prepares tax returns through the same LLC, and works full-time as an Investment Advisory Representative for The Ameriflex Group.