PM
ChFC
PM
ChFC
Paul Manfrey
37 Years of Experience
St. Petersburg, FL
3 DisclosuresBroker
Paul Manfrey is a ChFC-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 37 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
880 Carillon Parkway, St. Petersburg, FL, 33716
Get directionsHistory
Regulatory History (3)
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
July 2001Denied
Customer Dispute
November 2000Denied
Customer Dispute
November 1997Settled
Employment History
Current Registrations
Raymond James & Associates, INC.
October 2021 - Present · 4 yrs 7 mos
Raymond James & Associates, INC.Broker
October 2021 - Present · 4 yrs 7 mos
Previous Registrations
Morgan Stanley
August 2012 - November 2021 · 9 yrs 3 mos
Morgan StanleyBroker
August 2012 - November 2021 · 9 yrs 3 mos
Wells Fargo Advisors Financial Network, LLCBroker
May 1992 - August 2012 · 20 yrs 3 mos
Wells Fargo Advisors Financial Network, LLC
May 1992 - August 2012 · 20 yrs 3 mos
Mayfair Securities LimitedBroker
January 1992 - June 1992 · 5 mos
U.S. Securities Clearing CORP.Broker
January 1992 - February 1992 · 1 mo
Adams Securities, INC.Broker
November 1989 - January 1992 · 2 yrs 2 mos
Marshall Davis, INC.Broker
October 1988 - November 1989 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.