Patricia N. Manley

FINANCIAL ADVISORY PARTNERS

Winter Park, FL 32789

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CRD#: 1454385

Professional summary

Patricia Nell Manley, who also goes by Patricia Manley Girard, Patricia Nell Girard, is a registered financial advisor currently at FINANCIAL ADVISORY PARTNERS, LLC located in Winter Park, Florida and NBC SECURITIES, INC. located in Winter Park, Florida.

Patricia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Patricia has worked at 2 firms and has passed the Series 66, Series 99TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Patricia Manley Girard | Patricia Nell Girard

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Nell Manley's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 22, 2021 - Present

FINANCIAL ADVISORY PARTNERS, LLC

Office #1: 1201 S. Orlando Avenue Suite 350, Winter Park, FL 32789

RIA

CRD#: 310914

Winter Park, FL

Current

October 4, 2007 - Present

NBC SECURITIES, INC.

Office #1: 1201 South Orlando Ave Suite 350, Winter Park, FL 32789

RIA

CRD#: 17870

Winter Park, FL

Past

May 5, 2008 - October 28, 2021

NBC SECURITIES, INC.

RIA

CRD#: 17870

DAVENPORT, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

FINANCIAL ADVISORY PARTNERS, LLC

CRD#: 310914 / SEC#: 801-120062

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Florida
(4/30/2008)

IAR

Florida
(9/22/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 10/27/2007

Uniform Combined State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/2/2007

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

FINANCIAL ADVISORY PARTNERS, LLC

CRD#: 310914 / SEC#: 801-120062

RIA

Registered Investment Advisory firm - (1/4/2021 Approved)

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Contact information

Main Address

1201 S. Orlando Avenue Suite 350, Winter Park, FL 32789

Mailing Address

Phone number

(407) 478-6314

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A APPENDIX 1 (3/18/2025)

FINANCIAL ADVISORY PARTNERS, LLC ADV PART 2A (3/18/2025)

Regulatory assets under management

Total Number of Accounts	515
AUM (Assets Under Management)	$ 325,063,700

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Patricia N. Manley

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Patricia Nell Manley's CRS (Customer Relationship Summary).

Certified licenses

Experience

NBC SECURITIES, INC.

NBC SECURITIES, INC.

Primary Firm SEC Registration

FINANCIAL ADVISORY PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 10/27/2007

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 10/2/2007

FINRA

Current Firm

FINANCIAL ADVISORY PARTNERS, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL ADVISORY PARTNERS, LLC

TRUST BUT VERIFY

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