PM
PM

Patricia Nell Manley

18 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
138 clients
Average Client Portfolio
$2.4M average
Assets Under Management
$325.1M

Fee Structure

Minimum Investment:$100K
Financial Planning:Included in AUM fee
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Location

1201 S. Orlando Avenue, Suite 350, Winter Park, FL, 32789

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Financial Advisory Partners, LLC
September 2021 - Present · 4 yrs 5 mos
Nbc Securities, INC.Broker
October 2007 - Present · 18 yrs 4 mos
Previous Registrations
Nbc Securities, INC.
May 2008 - October 2021 · 13 yrs 5 mos
State Registrations1 state
FL
AdvisorBrokerBoth
Exams
No exam information available for this advisor.