Patrick Anthony Manconi

Employer firm

Dougherty Investment Advisors CRD 142284

$141M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 05/2023 → Present
  Dougherty & Associates, Llc
  Spring Hill, FL
• 05/2020 → 05/2023
  University Of South Florida
  Tampa, FL
• 08/2016 → 05/2020
  Middleton High School
  Tampa, FL
• 01/2015 → 05/2020
  Unemployed
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-24

Other Names

• Patrick Anthony Mancomi