Daniel Raymond Mannix
Investment adviser representative at Provise Management Group, LLC
14 yearsExperience
1 stateRegistered in
CFADesignation
$2BFirm assets
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From SEC records
Firm's SEC record (opens in a new tab)How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Provise Management Group, LLCFeb 2020 to now
- Kestra Investment Services, LLCFeb 2020 to now
- Raymond James & AssociatesNov 2012 to Jan 2020
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
State registrations
Registered as an investment adviser representative in 1 state (FL).
Provise Management Group, LLC
$2BAssets managed
1,190Clients
19Advisers
38 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
- 5747362
- Firm CRD
- 105375