NM
NM

Nicholas Manns

8 Years of Experience
New Port Richey, FL
Broker

Nicholas Manns is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in New Port Richey, FL, with 8 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

Fee Structure

Hourly Rate:Up to $400/hr
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Location

5709 Tidalwave Drive, New Port Richey, FL, 34652

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Nicholas is a partner in Coastal Bay Tax & Consulting, an accounting firm, since January 2025. He dedicates a few hours per week to this business as a passive investor.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2021 - Present · 5 yrs
Previous Registrations
Wells Fargo Clearing Services, LLC
April 2018 - May 2021 · 3 yrs 1 mo
Wells Fargo Clearing Services, LLCBroker
March 2018 - May 2021 · 3 yrs 2 mos
State Registrations17 states
AKALCACTFLGAIAILINKYMAMDMINCNYOHPA
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.