Daniel R. Mannix

PROVISE MANAGEMENT GROUP

Clearwater, FL 33756

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CRD#: 5747362

Professional summary

Daniel Raymond Mannix, who also goes by Danny Mannix, is a registered financial advisor currently at PROVISE MANAGEMENT GROUP, LLC located in Clearwater, Florida and KESTRA INVESTMENT SERVICES, LLC located in Clearwater, Florida.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Daniel has worked at 4 firms and has passed the Series 63, SIE, Series 86, Series 87 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Danny Mannix

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.

Name: ProVise Management Group, LLC - Investment Related: Yes - Address: 611 Druid Road East, Suite 105 Clearwater FL 33756 - Nature: Investment Advisory services through an independent outside RIA - Position: Employee - Title: Senior Portfolio Manager - Start Date: 2/11/2020 - Hrs/Mth: 145-160 - Hrs/Mth during trading: 127-140 - Duties: Portfolio management Name: Real Church - Investment Related: No - Address: 1370 S Belcher Rd, Clearwater FL 33764 - Nature: Church - Position: Elder Board - Title: Member - Start Date: 3/16/2020 - Hrs/Mth: 8 Hrs/Mth during trading: 7 - Duties: Consultation on financial matters including review of the church's financial standing and potential capital investment proposals.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Raymond Mannix'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

March 18, 2020 - Present

PROVISE MANAGEMENT GROUP, LLC

Office #1: 611 Druid Rd E. Ste 105, Clearwater, FL 33756

RIA

CRD#: 105375

Clearwater, FL

Current

February 14, 2020 - Present

KESTRA INVESTMENT SERVICES, LLC

Office #1: 611 Druid Road E Suite 105, Clearwater, FL 33756

CRD#: 42046

Clearwater, FL

Past

November 30, 2012 - January 24, 2020

RAYMOND JAMES & ASSOCIATES, INC.

CRD#: 705

ST. PETERSBURG, FL

Past

December 20, 2010 - December 6, 2012

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

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".

PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375 / SEC#: 801-32172

RIA

Registered Investment Advisory firm - (6/2/1988 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
(2/14/2020)

IAR

Florida
(3/18/2020)

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

Series 63

Date: 1/14/2011

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 86

Date: 7/11/2013

Research Analyst Exam - Part I Analysis Module

General Industry/Product Exam

Series 87

Date: 4/10/2013

Research Analyst Exam - Part II Regulations Module

General Industry/Product Exam

Series 7

Date: 12/19/2010

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

PROVISE MANAGEMENT GROUP, LLC

PROVISE MANAGEMENT GROUP INC | PROVISE MANAGEMENT GROUP, LLC

CRD#: 105375 / SEC#: 801-32172

RIA

Registered Investment Advisory firm - (6/2/1988 Approved)

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Contact information

Main Address

611 Druid Rd E. Ste 105, Clearwater, FL 33756

Mailing Address

Phone number

(727) 441-9022

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (22 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PROVISE MANAGEMENT GROUP, LLC BROCHURE (3/27/2025)

Regulatory assets under management

Total Number of Accounts	3,439
AUM (Assets Under Management)	$ 1,804,308,550

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
09/23/2025	Cover Page	Report
01/16/2025	Cover Page	Report
11/01/2023	Cover Page	Report
12/07/2022	Cover Page	Report

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

Daniel R. Mannix

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Daniel Raymond Mannix's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

RAYMOND JAMES & ASSOCIATES, INC.

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

PROVISE MANAGEMENT GROUP, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 1/14/2011

SIE

Date: 10/1/2018

Series 86

Date: 7/11/2013

Series 87

Date: 4/10/2013

Series 7

Date: 12/19/2010

FINRA

Current Firm

PROVISE MANAGEMENT GROUP, LLC

Contact information

SEC notice filing (22 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

PROVISE MANAGEMENT GROUP, LLC

TRUST BUT VERIFY

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