William J. Manby

PARADIGM INVESTMENT ADVISORY LLC

Akron, OH 44313

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CRD#: 2433553

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.

PARADIGM EQUITY STRATEGIES, LLC, INV REL, 1611-A AKRON PENINSULA RD AKRON OH 44313, FINANCIAL PLANNING, OWNER, PRES & CEO, 7/2001, 80HRS/MNTH, 60HRS/MNTH DURING SEC TRDNG HRS, ESTATE & RETIREMENT PLANNING & INS SALES. ANM MANAGEMENT CO, INV REL, 1611-A AKRON PENINSULA RD AKRON OH 44313, MANAGEMENT CO., PRES, OWN 100% OF STOCK IN CO., 7/2015, 1HR/MONTH, 1HR/MONTH DURING SEC TRDNG HRS, S-CORP SET UP TO OWN INTEREST IN PARADIGM EQUITY STRATEGIES & FUNCTIONS AS MGR FOR CONDUIT FUNDS. ACQUIRE GROUP LF CONDUIT FUND I, LLC, INV REL, 1611-A AKRON PENINSULA RD AKRON OH 44313, INV FUNDS THAT ARE PRIV OFFERED TO ACCREDITED INVESTOR, MGR (AS PRINCIPAL OF ANM MANAGEMENT), 12/2010, 0HRS/MONTH, 0HRS/MNTH DURING SEC TRDNG HRS, ASSIST QUAL INVESTORS TO INVEST IN INV FUNDS THAT ARE PRIV OFFERED TO ACCREDITED INVESTORS AND MEET CERTAIN CRITERIA FUND IS CURRENTLY DORMAT. ACQUIRE GROUP GG CONDUIT FUND I, LLC, INV REL, 1611-A AKRON PENINSULA RD AKRON OH 44313, INV FUNDS THAT ARE PRIV OFFERED TO ACCREDITED INVESTOR, MGR (AS PRINCIPAL OF ANM MANAGEMENT), 7/2012, 4HRS/MNTH, 2HRS/MNTH DURING SEC TRDNG HRS, ASSIST QUAL INVESTORS TO INVEST IN INV FUNDS THAT ARE PRIV OFFERED TO ACCREDITED INVESTORS AND MEET CERTAIN CRITERIA. MANY OF THESE INVESTMENTS HAVE HIGH MIN INV LEVELS. AKRON ROTARY CLUB, NON INV-REL, 263 MILLCREEK DR AKRON OH SERVICE CHARITABLE ORG, BOARD MBR, 1996, 4HRS/MNTH, 3HRS/MNTH DURING SEC TRDING HRS, MONTHLY BRD MTGS & CLUB EVENTS. ACQUIRE INVESTMENTS, LLC, NON INV-REL, 1611-A AKRON PENINSULA RD AKRON OH 44313, IDENTIFY, DEV & FUND INV OPPORTUNITIES IN NE OH, OFFER UNIQUE VALUE ADDED BUS SOLUTIONS TO SUSTAIN & GROW NE OH BUSINESSES, OWNER AND CO-MANAGING MBR, 5/16/13, 45HRS/MNTH, 30HRS/MNTH DURING SEC TRDNG HRS, MANAGEMENT OF CO, W/PRIM ROLE: TO HELP IDENTIFY OPPORTUNITIES AND MANAGE DEAL FLOW BY ANALYSIS & PRIORITIZATION OF OPPORTUNITIES. PARADIGM INVESTMENT ADVISORY LLC, INV-REL, 1611-A AKRON-PENINSULA RD AKRON OH 44313, INV ADVISORY, MANAGING MBR, 12/01/13, 10HRS/MNTH, 10HRS/MNTH DURING SEC TRDNG HRS, MANAGEMENT. AKRON ROTARY CAMP, NON INV-REL, 4460 REX DR AKRON OH 44319, SERVICE CHARITABLE ORG, BRD MBR, 2014-16, 4HRS/MNTH, 2HRS/MNTH, BRD MTGS 6X/YR TO PROVIDE GUIDANCE ON CAMP ACTIVITIES, MANAGEMENT & STRATEGIC PLANNING. AKRON CHILDREN'S HOSPITAL GIFT & ESTATE PLANNING AMBASSADOR PROGRAM, NO INV-REL, 1 PERKINS SQ DR STE 6200 AKRON OH 44308, SERVICE CHARITABLE ORG, PLAN GIVING ADVISORY COMMITTEE MBR, UNCLEAR START DATE(VERY INFORMAL), 2HRS/MNTH, 2HRS/MNTH DURING SEC TRDNG HRS, PARTICIPATION IN VARIOUS MTGS ON GIFT AND ESTATE PLANNING STRATEGIES. AKRON COMMUNITY FOUNDATION, NON INV REL, 345 W CEDAR ST AKRON OH 44307, SERVICE CHARITABLE ORG, COMMITTEE MBR, 2013, 4HRS/MNTH, 2HRS/MNTH DURING SEC TRDNG HRS, VARIOUS MTGS ON CHARITABLE GIVING STRATEGIES & COMMUNITY OPPORTUNITIES. Acquire Investments Growth Fund I, investment-related, 1611 Akron-Peninsula Rd, Suite A, Akron OH 44313, Investment Fund, Manager, June 1, 2016, 80hrs/mnth, 40hrs/mnth during sec trdng hrs, Manage day to day operations of the Fund. Acquire Investments Management Co., LLC, investment-related, 1611 Akron-Peninsula Rd, Suite A, Akron OH 44313, Fund Manager (General Partner), Subsidiary of Acquire Investments LLC, 11/25/2016, 40hrs/mnth, 20hrs/mnth during sec trdng hrs, day to day management of Acquire Investments Growth Fund, I LLC.

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

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)

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.

Exams

State Security Law Exam

Series 63

Date: 1/21/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/9/1993

General Securities Representative Examination

Current Firm

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

Documents

Latest Form ADV

Red Flags

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

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William J. Manby

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Manby JR's CRS (Customer Relationship Summary).

Certified licenses

Experience

TRIPOINT GLOBAL EQUITIES/BANQ(R)

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WOODBURY FINANCIAL SERVICES, INC.

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WS GRIFFITH SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 1/21/1994

SIE

Date: 10/1/2018

Series 7

Date: 12/9/1993

Current Firm

PARADIGM INVESTMENT ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

PARADIGM INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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