Patrick Lawrence Mauney
Investment adviser representative at Mauney-pitt Financial Management, Inc.
24 yearsExperience
1 stateRegistered in
$418MFirm assets
Under 1 yearFirm in business
Are you Patrick Lawrence Mauney? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Mauney-pitt Financial Management, Inc.Mar 2026 to now
- Raymond James Financial Services Advisors, Inc.Jan 2009 to Mar 2026
- Raymond James Financial Services, Inc.Nov 2002 to Mar 2026
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (NC).
Mauney-pitt Financial Management, Inc.
$418MAssets managed
705Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2228216
- Firm CRD
- 337870