Patrick Manuel, financial advisor Rochester NY

Patrick Manuel

CRD Number: 5198707
Current Firm: Novem Group

Patrick Manuel (CRD# 5198707) is an Investment Advisor Representative working at Novem Group in Rochester, NY and has over 10 years of experience in the finance industry.

Similar Advisors
Salvatore (Sam) Paternico, financial advisor Rochester NY
Salvatore (Sam) Paternico
CRD# 6316104
W & S Management Services, Inc.
Similar Advisors
Craig Abbott, financial advisor Rochester NY
Craig S. Abbott
CRD# 3063370
Manning & Napier Advisors, LLC
Similar Advisors
Susan Acker, financial advisor Rochester NY
Susan E. Acker
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name Location Dates Years
Apfs Wealth Management, Inc. Rochester, NY Jan 2014 - Current 10
American Portfolios Financial Services, Inc. Holbrook, NY Oct 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Patrick D. Manuel
Phone Number: 585-348-9525
Registered State(s):
  • AZ
  • CO
  • FL
  • GA
  • MD
  • MA
  • NJ
  • NY
  • NC
  • OH
  • PA
  • SC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    1,171
    MILLIONS
  • Total Number of Accounts
    4,381
    ACCOUNTS
  • Average Account Value
    $267,206
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, MI, NC, ND, NE, NH, NJ, NY, OH, OR, PA, RI, SC, TX, UT, VA, WA

Ready to hire a financial advisor? Get competitive proposals from Patrick Manuel and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.