William J. Manby

PARADIGM INVESTMENT ADVISORY LLC

Akron, OH 44313

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CRD#: 318343

Professional summary

William John Manby, CFP®, who also goes by Bill Manby Sr, William John Manby Sr, 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 1969. William has worked at 17 firms and has passed the Series 63 and Series 1 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Manby Sr | William John Manby Sr

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.

1.FIXED INSURANCE AGENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William John Manby'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®

CFP^®

Certified Financial Planner

Start date: 1995

Experience

Current

November 16, 2017 - Present

PARADIGM INVESTMENT ADVISORY LLC

Office #1: 1611 Suite A Akron - Peninsula Rd, Akron, OH 44313

RIA

CRD#: 168295

Akron, OH

Past

April 26, 2019 - May 2, 2019

SIMPLICITY WEALTH

RIA

CRD#: 300572

Akron, OH

Past

April 2, 2014 - December 15, 2017

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

RIA

CRD#: 162143

AKRON, OH

Past

March 15, 2013 - March 3, 2014

SMC ADVISORY NETWORK, LLC

RIA

CRD#: 165389

AKRON, OH

Past

July 19, 2007 - December 31, 2010

CETERA ADVISORS LLC

RIA

CRD#: 10299

AKRON, OH

Past

July 18, 2007 - December 31, 2010

CETERA ADVISORS LLC

CRD#: 10299

AKRON, OH

Past

June 9, 2006 - July 18, 2007

LEGACY ADVISORY SERVICES, INC.

RIA

CRD#: 111027

AKRON, OH

Past

June 8, 2006 - July 18, 2007

LEGACY FINANCIAL SERVICES, INC.

CRD#: 38697

AKRON, OH

Past

October 30, 2002 - June 1, 2006

WOODBURY FINANCIAL SERVICES, INC.

CRD#: 421

OAKDALE, MN

Past

November 17, 1999 - June 1, 2006

MANBY FINANCIAL STRATEGIES, INC.

RIA

CRD#: 119753

AKRON, OH

Past

March 2, 1998 - November 1, 2002

OGILVIE SECURITY ADVISORS CORPORATION

CRD#: 10105

CHICAGO, IL

Past

November 19, 1989 - February 25, 1998

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

October 11, 1982 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

January 14, 1977 - August 17, 1979

PROVIDENT MARKETING CORPORATION

CRD#: 7328

Past

March 31, 1976 - December 31, 1989

G. R. PHELPS & CO., INC.

CRD#: 173

Past

January 29, 1976 - January 14, 1977

PROVIDENT NATIONAL EQUITIES, INC.

CRD#: 40

Past

June 3, 1975 - April 7, 1976

HARRY R GARDNER AND CO

CRD#: 1000002

Past

April 1, 1969 - June 19, 1975

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

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
(11/16/2017)

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: 4/13/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 1

Date: 3/25/1969

Registered 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

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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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's CRS (Customer Relationship Summary).

Certified licenses

Experience

SIMPLICITY WEALTH

ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC

SMC ADVISORY NETWORK, LLC

CETERA ADVISORS LLC

CETERA ADVISORS LLC

LEGACY ADVISORY SERVICES, INC.

LEGACY FINANCIAL SERVICES, INC.

WOODBURY FINANCIAL SERVICES, INC.

MANBY FINANCIAL STRATEGIES, INC.

OGILVIE SECURITY ADVISORS CORPORATION

OSAIC WEALTH, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

PROVIDENT MARKETING CORPORATION

G. R. PHELPS & CO., INC.

PROVIDENT NATIONAL EQUITIES, INC.

HARRY R GARDNER AND CO

LINCOLN FINANCIAL DISTRIBUTORS, INC.

State Registrations and Notice Filings

Exams

Series 63

Date: 4/13/1984

Series 1

Date: 3/25/1969

Current Firm

PARADIGM INVESTMENT ADVISORY LLC

Contact information

Documents

Red Flags

Company Information

PARADIGM INVESTMENT ADVISORY LLC

TRUST BUT VERIFY

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