Michael Manna has been an investment adviser representative at Craft Asset Management since June 2023, and is not listed among the firm’s executive officers or direct owners. Michael Manna holds a Bachelor of Science in Finance from Michigan State University.
Craft Asset Management LLC is a Tampa, FL firm with $121M under management, 224 clients and 8 advisers across 6 offices, as of its September 2026 filing.
Michael Manna is a Financial Advisor at Craft Wealth Services. He began his career at Cushman & Wakefield in Chicago, working in commercial real estate, and is Managing Member of Bespoke Tax Strategy & CPA PC, a separate CPA firm based in Nashville, TN. His work at Craft Wealth Services centers on goal-based financial planning.
Michael Manna’s longest registration is the current one, 3 years at Craft Asset Management since 2023. Before joining Craft Asset Management in 2023, Michael Manna was registered through LPL Financial LLC.
- Craft Wealth ServicesCurrent– present · 3 yearsNashville, TN · Adviser representative · Firm CRD 289557
- LPL Financial LLC– · 1 yearClarkston, MI · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Michael Manna is registered as an investment adviser representative in 2 states, as a resident of Texas. The first approvals date from June 2023; the most recent is Texas, in October 2024.
- TennesseeSince 13 June 2023
- TexasResidentSince 3 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 24 June 2021 |
| Series 7TO | General Securities Representative Examination | 26 March 2021 |
| SIE | Securities Industry Essentials Examination | 15 January 2021 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7331591
- Firm
- Craft Asset Management · CRD 289557
- Office
- 315 Deaderick St., Suite 1550, Nashville, TN 37238
- Registration
- Investment adviser registration
- In the industry since
- March 2021
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- craftwealthservices.com
Where does Michael Manna work?
Michael Manna is an investment adviser representative registered through Craft Asset Management LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Michael Manna a financial advisor?
Yes. Michael Manna has a current investment-adviser registration in Tennessee and Texas, through Craft Asset Management since June 2023.
How many years of experience does Michael Manna have?
Michael Manna has 5 years in the financial industry, since March 2021, across 2 adviser firms.
What exams has Michael Manna passed?
Michael Manna has passed 3 licensing exams: the SIE, Series 7TO and Series 66. The earliest, the SIE, was passed in January 2021.
Where did Michael Manna work before Craft Asset Management?
Before Craft Asset Management, Michael Manna was registered through LPL Financial LLC, June 2021 to June 2023.
Where is Michael Manna based?
Michael Manna’s registered office is in Nashville, TN.
Is Michael Manna registered with FINRA?
No. Michael Manna has no current broker registration.
How can I verify Michael Manna’s record?
Search CRD 7331591 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Manna’s full registration record.
