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WM

William J. Manby

PARADIGM INVESTMENT ADVISORY LLC
Akron, OH 44313
Some features on this profile are disabled
CRD#: 2433553
WM

Professional summary

William John Manby JR, who also goes by Bill Manby, is a registered financial advisor currently at PARADIGM INVESTMENT ADVISORY LLC located in Akron, Ohio.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. William has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Manby

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 William John Manby JR's 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 16, 2014 - Present

PARADIGM INVESTMENT ADVISORY LLC

Office #1: 1611 Suite A Akron - Peninsula Rd, Akron, OH 44313
RIA
CRD#: 168295
Akron, OH
Past

May 17, 2013 - October 25, 2018

TRIPOINT GLOBAL EQUITIES/BANQ(R)

BD
CRD#: 143174
AKRON, OH
Past

January 2, 2009 - May 1, 2013

SAFEGUARD SECURITIES, INC.

RIA
CRD#: 31256
CLEVELAND, OH
Past

January 2, 2009 - May 1, 2013

SAFEGUARD SECURITIES, INC.

BD
CRD#: 31256
MAYFIELD HEIGHTS, OH
Past

February 27, 2006 - December 31, 2008

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
AKRON, OH
Past

October 30, 2002 - December 31, 2008

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
AKRON, OH
Past

August 18, 2000 - November 1, 2002

OGILVIE SECURITY ADVISORS CORPORATION

RIA
CRD#: 10105
AKRON, OH
Past

November 17, 1999 - February 22, 2006

MANBY FINANCIAL STRATEGIES, INC.

RIA
CRD#: 119753
AKRON, OH
Past

December 22, 1997 - November 1, 2002

OGILVIE SECURITY ADVISORS CORPORATION

BD
CRD#: 10105
CHICAGO, IL
Past

January 9, 1996 - December 22, 1997

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

December 10, 1993 - January 12, 1996

WS GRIFFITH SECURITIES, INC.

BD
CRD#: 10410
HARTFORD, CT

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.

Highlighted states indicate IAR registrations

IAR
Ohio
(9/16/2014)

Exams

State Security Law Exam
RR
Series 63
Date: 1/21/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/9/1993
General Securities Representative Examination

Current Firm

PI
PARADIGM INVESTMENT ADVISORY LLC
PARADIGM INVESTMENT ADVISORY LLC

CRD#: 168295 / SEC#:

Ohio
Registered Investment Advisory firm - (11/8/2013 Approved)
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Contact information

Main Address
1611 Suite A Akron - Peninsula Rd, Akron, OH 44313
Mailing Address
Phone number
(330) 475-1690
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

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.

Company Information

PARADIGM INVESTMENT ADVISORY LLC

CRD#: 168295Akron, OH 44313

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