CM
CM
Christopher Manzi
11 Years of Experience
Watkinsville, GA
11 DisclosuresBroker
Christopher Manzi is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Watkinsville, GA, with 11 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B
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Location
1360 Caduceus Way Bldg 800, Suite 101, Watkinsville, GA, 30677
Get directionsHistory
Regulatory History (11)
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Financial
January 2021Final
Financial
November 2020Final
Financial
June 2020Final
Financial
May 2020Final
Judgment / Lien
March 2016Judgment / Lien
June 2015Judgment / Lien
January 2015Judgment / Lien
December 2014Judgment / Lien
September 2014Judgment / Lien
August 2014Judgment / Lien
July 2014Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
April 2024 - Present · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
February 2024 - Present · 2 yrs 3 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 Registrations5 states
FLGAILOHSC
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.