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Christopher Manzi

Raymond James Financial Services Advisors, INC
11 Years of Experience
Watkinsville, GA
11 DisclosuresBroker
View SEC Summary
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Christopher Manzi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 11 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1360 Caduceus Way Bldg 800, Suite 101, Watkinsville, GA, 30677

Get directions

History

Regulatory History (11)
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.
Financial
January 2021
Final
Financial
November 2020
Final
Financial
June 2020
Final
Financial
May 2020
Final
Judgment / Lien
March 2016
Judgment / Lien
June 2015
Judgment / Lien
January 2015
Judgment / Lien
December 2014
Judgment / Lien
September 2014
Judgment / Lien
August 2014
Judgment / Lien
July 2014
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 6 mos
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
Synovus Securities, INC.
November 2013 - June 2015 · 1 yr 7 mos
Synovus Securities, INC.Broker
October 2013 - June 2015 · 1 yr 8 mos
Suntrust Investment Services, INC.
December 2006 - October 2013 · 6 yrs 10 mos
Suntrust Investment Services, INC.Broker
October 2006 - October 2013 · 7 yrs
Banc of America Investment Services, INC.Broker
December 2005 - August 2006 · 8 mos
State Registrations9 states
FLGAILNCOHSCTXVAVT
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.
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