Patrick Joseph Mcmanus
Investment adviser representative at Calton & Associates, Inc.
13 yearsExperience
1 stateRegistered in
CFADesignation
$1.6BFirm assets
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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 feeCommissionsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Calton & Associates, Inc.Mar 2022 to now
- Flc Risk Group, LLCFeb 2018 to now
- Cogent BankMar 2020 to Jun 2020
- 1st Tennessee BankSep 2018 to Apr 2019
- Suntrust Robinson Humphrey, Inc.Jan 2013 to Feb 2018
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
State registrations
Registered as an investment adviser representative in 1 state (FL).
Calton & Associates, Inc.
$1.6BAssets managed
5,283Clients
134Advisers
17 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
- 6157044
- Firm CRD
- 20999