Anna Manning is a registered investment advisor, based in St. Petersburg, FL, with 18 years of industry experience.
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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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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Anna owns Anna Manning, LLC, a real estate business, and is an agent with Keller Williams Tampa Properties. She spends a few hours per week on Anna Manning, LLC and minimal time with Keller Williams.
Employment History
Current Registrations
Sumridge Partners, LLCBroker
August 2022 - Present · 3 yrs 9 mos
Raymond James & Associates, INC.
June 2016 - Present · 9 yrs 11 mos
Raymond James & Associates, INC.Broker
June 2016 - Present · 9 yrs 11 mos
Previous Registrations
Transamerica Financial Advisors, INC.
December 2011 - June 2016 · 4 yrs 6 mos
Transamerica Financial Advisors, INCBroker
December 2011 - June 2016 · 4 yrs 6 mos
Morgan Stanley Smith Barney LLC
May 2011 - December 2011 · 7 mos
Morgan Stanley Smith BarneyBroker
May 2011 - December 2011 · 7 mos
Transamerica Financial Advisors, INC.Broker
May 2009 - September 2009 · 4 mos
World Group Securities, INC.Broker
August 2008 - December 2010 · 2 yrs 4 mos
Transamerica Financial Advisors, INCBroker
December 2007 - March 2011 · 3 yrs 3 mos
E*trade Securities LLCBroker
March 2007 - November 2007 · 8 mos
State Registrations2 states
FLNJ
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.