Patrick Anthony Manconi
Investment adviser representative at Dougherty Investment Advisors
11 yearsExperience
2 statesRegistered in
$141.1MFirm assets
1 yearFirm 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 assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Dougherty Investment AdvisorsFeb 2025 to now
- Dougherty & Associates, LLCMay 2023 to now
- University of South FloridaMay 2020 to May 2023
- Middleton High SchoolAug 2016 to May 2020
- UnemployedJan 2015 to May 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Dougherty Investment Advisors
Legal name: Dougherty & Associates, LLC
$141.1MAssets managed
414Clients
4Advisers
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
- 8040417
- Firm CRD
- 142284