Paul Anthony Manfrey

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → 10/2021
  Morgan Stanley Smith Barney
  Tampa, FL
• 01/2015 → 10/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 10/2021 → Present
  Raymond James & Associates, Inc.
  St Petersburg, FL
• 12/2019 → Present
  Morgan Stanley Private Bank, N.A
  New York, NY

Previous Registrations

• 2012-08-21 → 2021-11-22
  Morgan Stanley
  Tampa, FL
  Palm Harbor, FL
• 1992-05-21 → 2012-08-10
  Wells Fargo Advisors Financial Network, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-03-21
• S63 Uniform Securities Agent State Law Examination
  1988-11-02

Designations

• Chartered Financial Consultant