Patrick Manning
Patrick Manning is a registered investment advisor at Park Avenue Securities LLC, based in Beachwood, OH, with 13 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
24500 Chagrin Blvd., Suite 200, Beachwood, OH, 44122
Get directionsHistory
Regulatory History (8)
Judgment / Lien
March 2023Judgment / Lien
December 2021Financial
July 2020Judgment / Lien
August 2019Judgment / Lien
April 2018Judgment / Lien
December 2016Judgment / Lien
August 2016Judgment / Lien
August 2015Other Business Activities
Patrick is involved with the City Club of Cleveland Programming Committee, serves as a voting location deputy, and is an authorized representative for his brother's Ohio Medicaid. He also participates in the East Side Grand Old Party, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
State Registrations1 state
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.