Nicholas Alexander Manns

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2017 → 05/2021
  Wells Fargo Clearing Services, Llc
  Trinity, FL
• 09/2016 → 12/2016
  Adrian College
  Adrian, MI
• 08/2014 → 12/2017
  Adrian College
  Adrian, MI
• 05/2021 → Present
  Raymond James Financial Services, Inc
  New Port Richey, FL
• 05/2021 → Present
  Raymond James Financial Services Advisor, Inc
  New Port Richey, FL
• 05/2021 → 12/2023
  Coastal Bay Wealth, Pllc D/B/A The Cox Private Wealth Management
  New Port Richey, FL
• 05/2021 → Present
  Concurrent Advisors
  Trinity, FL

Previous Registrations

• 2018-04-05 → 2021-05-11
  Wells Fargo Clearing Services, Llc
  Land O'LAkes, FL

Other Businesses

(1)Name of Business: Coastal Bay Tax & Consulting Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652, United States Activity Type: Accounting/CPA Position/Title: Partner Investment Related: Yes Start Date: 01/06/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Passive Investor (2)Name of Business: Coastal Bay Wealth Management Address: 5709 Tidalwave Dr, New Port Richey, FL, 34652-3821, United States Activity Type: Support Company - Owner Position/Title: Officer - Vice President Investment Related: No Start Date: 03/01/2022 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41-80 Description of duties: Retiring our current DBA name of the Cox Private Wealth Management Group and will be utilizing our corporation name going forward. D/B/A Coastal Bay Wealth Management.

Exams

• S66 Uniform Combined State Law Examination
  2018-04-04

Other Names

• Nicholas Manns