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Francis Matthew Manella

Francis M. Manella

COADJUTANT FINANCIAL PLANNING SERVICES
CHERRY HILL, NJ 08034
Some features on this profile are disabled
CRD#: 4447909
Francis Matthew Manella

Professional summary

Francis Matthew Manella, CFP®, who also goes by F. Matthew Manella, Francis M Manella, Francis Manella, Matt Manella, Matthew Manella, Francis Matthew Matthew, is a registered financial advisor currently at COADJUTANT FINANCIAL PLANNING SERVICES located in Cherry Hill, New Jersey.

Francis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Francis has worked at 11 firms and has passed the Series 66, Series 7TO, SIE, Series 7, Series 10 and Series 9 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

F. Matthew Manella | Francis M Manella | Francis Manella | Matt Manella | Matthew Manella | Francis Matthew Matthew

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 Francis Matthew Manella'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: 2005

Experience

Current

July 30, 2025 - Present

COADJUTANT FINANCIAL PLANNING SERVICES

Office #1: 1175 Marlkress Road Suite 1013, Cherry Hill, NJ 08034
RIA
CRD#: 329340
CHERRY HILL, NJ
Past

July 31, 2025 - November 21, 2025

OSAIC WEALTH, INC.

BD
CRD#: 23131
WALNUT CREEK, CA
Past

December 9, 2021 - November 27, 2023

EMONEY PLANNING SERVICES LLC

RIA
CRD#: 312206
Cherry Hill, NJ
Past

November 6, 2017 - August 4, 2020

AMERICAN PORTFOLIOS ADVISORS, INC

RIA
CRD#: 112697
HOLBROOK, NY
Past

November 2, 2017 - August 4, 2020

AMERICAN PORTFOLIOS FINANCIAL SERVICES, INC.

BD
CRD#: 18487
MARLTON, NJ
Past

June 13, 2012 - March 16, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
BALA CYNWYD, PA
Past

May 24, 2012 - March 16, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
BALA CYNWYD, PA
Past

August 10, 2010 - December 14, 2010

PLANNING CAPITAL MANAGEMENT CORP.

RIA
CRD#: 112994
HADDONFIELD, NJ
Past

March 16, 2010 - December 6, 2010

LPL FINANCIAL LLC

BD
CRD#: 6413
HADDONFIELD, NJ
Past

September 19, 2008 - February 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
MARLTON, NJ
Past

September 19, 2008 - February 11, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
MARLTON, NJ
Past

April 15, 2004 - July 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
PENNINGTON, NJ
Past

June 20, 2002 - July 15, 2008

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

September 28, 2001 - March 27, 2002

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

September 28, 2001 - March 27, 2002

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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
New Jersey
(7/30/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/5/2001
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/20/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/27/2001
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 10
Date: 3/20/2024
General Securities Sales Supervisor - General Module Examination
Principal/Supervisory Exam
RR
Series 9
Date: 3/20/2024
General Securities Sales Supervisor - Options Module Examination

Current Firm

CF
COADJUTANT FINANCIAL PLANNING SERVICES
COADJUTANT FINANCIAL PLANNING SERVICES

CRD#: 329340 / SEC#:

New Jersey
Registered Investment Advisory firm - (7/30/2025 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
1175 Marlkress Road Suite 1013, Cherry Hill, NJ 08034
Mailing Address
Phone number
(609) 304-7441
Established
Firm type
Fiscal year end
# of Employees
1

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

COADJUTANT FINANCIAL PLANNING SERVICES

CRD#: 329340Cherry Hill, NJ 08034

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