William John Manby

Employer firm

Paradigm Investment Advisory LLC CRD 168295

10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• CONSULTING

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

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

Current Employers

Employment History

• 05/1978 → Present
  Manby Financial Strategies, Inc
  Akron, OH
• 02/2014 → 01/2018
  Onpointe Advisory And Financial Services, Llc
  Petaluma, CA
• 04/2019 → Present
  Simplicity Wealth Llc
  Holland, MI
• 01/2018 → Present
  Paradigm Holdings Llc
  Akron, OH

Previous Registrations

• 2019-04-26 → 2019-05-02
  Simplicity Wealth
  Akron, OH
  Summit, NJ
• 2014-04-02 → 2017-12-15
  Onpointe Advisory And Financial Services, Llc
  Akron, OH
  Petaluma, CA
• 2013-03-15 → 2014-03-03
  Smc Advisory Network, Llc
  Akron, OH
  Boardman, OH
• 2007-07-19 → 2010-12-31
  Cetera Advisors Llc
  Boardman, OH
  Greenwood Village, CO
  Akron, OH
• 2006-06-09 → 2007-07-18
  Legacy Advisory Services, Inc.
  Akron, OH
• 1999-11-17 → 2006-06-01
  Manby Financial Strategies, Inc.
  Akron, OH

Other Businesses

1.FIXED INSURANCE AGENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-04-13

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Bill Manby
• William John Manby
• William John Manby