Francis Matthew Manella

Employer firm

Coadjutant Financial Planning Services CRD 329340

12 advisory clients

Reported services (Item 5G)

• Financial planning

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

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

Current Employers

Employment History

• 04/2012 → 03/2017
  Massmutual Greater Philadelphia
  Bala Cynwyd, PA
• 04/2017 → 10/2017
  Self-Employed
  Cherry Hill, NJ
• 11/2017 → 07/2020
  American Portfolios
  Marlton, NJ
• 09/2021 → 10/2023
  Emoney Planning Services, Llc
  Radnor, PA
• 08/2020 → 08/2021
  Self-Employed
  Cherry Hill, NJ
• 11/2023 → Present
  Coadjutant Financial Planning Services, Llc
  Cherry Hill, NJ
• 07/2025 → Present
  Osaic Wealth, Inc
  Walnut Creek, NJ

Previous Registrations

• 2021-12-09 → 2023-11-27
  Emoney Planning Services Llc
  Cherry Hill, NJ
  Radnor, PA
• 2017-11-06 → 2020-08-04
  American Portfolios Advisors, Inc
  Holbrook, NY
• 2012-06-13 → 2017-03-16
  Mml Investors Services, Llc
  Radnor, PA
• 2010-08-10 → 2010-12-14
  Planning Capital Management Corp.
  Paoli, PA
• 2008-09-19 → 2009-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Mount Laurel, NJ
• 2004-04-15 → 2008-07-15
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  New York, NY

Exams

• S66 Uniform Combined State Law Examination
  2001-10-05

Designations

• Certified Financial Planner

Other Names

• Matt Manella
• Matthew Manella
• Francis Manella
• Francis Matthew Matthew
• F. Matthew Manella
• Francis M Manella