Patrick Daniel Manuel
Investment adviser representative at Novem Group
13 yearsExperience
18 statesRegistered in
$1.7BFirm assets
15 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Osaic Wealth, Inc.Oct 2024 to now
- Novem Group, Inc.Jan 2014 to now
- American Portfolios Financial Services, Inc.Oct 2013 to Oct 2024
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 18 states (AZ, CA, CO, DC, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, RI, SC, TX, VA).
Novem Group
$1.7BAssets managed
3,653Clients
32Advisers
15 yearsIn 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
- 5198707
- Firm CRD
- 158964