Patrick
Manuel
Novem Group
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About this Advisor
Patrick Manuel is a financial advisor based out of Rochester, New York who has 4 years of industry experience. Manuel is an advisor for Novem Group. During their career, Manuel has held roles at Perry And Carroll Insurance, Fennell Industries, American Portfolios Financial Services, Inc and Apfs Wealth Management, Inc. Manuel holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in Colorado, Florida, Georgia, Maryland, Massachusetts, New Jersey, New York, North Carolina, Ohio, South Carolina, Texas and Virginia. Novem Group is a registered investment business that has its headquarters in Rochester, NY. The firm has offices in eight locations and a total of 57 advisors. It has $1 billion in total assets between its 4,203 client accounts, placing it among the larger investment advisory firms in the country by assets under management. The firm serves three charitable organizations. Of its 4,203 accounts, just 7% belong to high-net-worth investors who have greater than $1 million in assets. The company has a wide array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial management fees are based on which services the firm provides the client. Fee types billed by Novem Group may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Novem Group Brokerage Details
$1,072,749,714
57
4,203
$255,234
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Patrick Manuel Work History
Patrick has been registered as a financial advisor for 4 years.*
Apfs Wealth Management, Inc
American Portfolios Financial Services, Inc
Fennell Industries
Perry And Carroll Insurance
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Manuel to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Novem Group
Niagara Falls, NY
Rochester, NY
Rochester, NY
Grand Island, NE
Rochester, NY
Rochester, NY
Rochester, NY
Jupiter, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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