Kevin Manzo has been Passive Investor of Axxcess Wealth Management since July 2019, is not listed as a control person, but directly owns under 5% of the firm.
Axxcess Wealth Management, LLC is a Carlsbad, CA firm with $8.88B under management, 10,357 clients and 44 advisers across 27 offices, as of its March 2026 filing.
Kevin Manzo’s longest registration is the current one, 13 years at Axxcess Wealth Management since 2013. Before joining Axxcess Wealth Management in 2022, Kevin Manzo was registered through Martin Kelly Capital Management, LLC and C.K. Cooper & Company, Inc.
- Martin Kelly Capital Management, LLC– · 1 yearSan Diego, CA · Adviser representative · Firm CRD 140764
- C.K. Cooper & Company, Inc.– · 1 yearIrvine, CA · Adviser representative · Firm CRD 106578
Investment adviser representative registrations
Kevin Manzo is registered as an investment adviser representative in California, since January 2022.
- CaliforniaSince 4 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 15 May 2007 |
| Series 7 | General Securities Representative Examination | 21 February 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Kevin William Manzo
- CRD
- 5277204
- Firm
- Axxcess Wealth Management · CRD 164081
- Role
- Passive Investor
- Registration
- Investment adviser registration
- In the industry since
- August 2008
- Disciplinary history
- Not yet shown here · SEC record
Where does Kevin Manzo work?
Kevin Manzo has been Passive Investor of Axxcess Wealth Management, LLC since July 2019.
Is Kevin Manzo a financial advisor?
Yes. Kevin Manzo has a current investment-adviser registration in California, through Axxcess Wealth Management since January 2022.
How many years of experience does Kevin Manzo have?
Kevin Manzo has 18 years in the financial industry, since August 2008, across 3 adviser firms.
What exams has Kevin Manzo passed?
Kevin Manzo has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2007. FINRA credited Kevin Manzo with the SIE, which began in October 2018.
Where did Kevin Manzo work before Axxcess Wealth Management?
Before Axxcess Wealth Management, Kevin Manzo was registered through Martin Kelly Capital Management, LLC, June 2011 to December 2012; C.K. Cooper & Company, Inc., July 2008 to January 2010.
Is Kevin Manzo registered with FINRA?
No. Kevin Manzo has no current broker registration.
How can I verify Kevin Manzo’s record?
Search CRD 5277204 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kevin Manzo’s full registration record.
