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Kathleen Ann Manapat

Broadoak Partners, LLC

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About Kathleen Ann Manapat

Kathleen Manapat is a registered representative with Broadoak Partners, LLC. Kathleen is licensed to conduct business in Maryland. Kathleen holds the Series 79TO and SIE licenses. Kathleen began her career in the financial services industry in May 2022 and is an active representative of Broadoak Partners, LLC.

Firm Information

Kathleen Manapat is currently registered with Broadoak Partners, LLC. Broadoak Partners, LLC is a Limited Liability Company formed in January 2007 and approved to operate in California and Maryland. The firm is also registered with the Securities and Exchange Commission.

Not reported

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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Kathleen Manapat’s Registration & Firm History

CA

05/16/2022 - Present

Broadoak Partners, LLC (BRISBANE CA)

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Licenses & Designations

BC

Issued 05/14/2022

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2022

Series 79TO - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kathleen Ann Manapat.
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