linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Patrick Joseph McManus

Calton & Associates, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Patrick? Claim Your Profile

About Patrick Joseph McManus

Patrick McManus is a financial advisor in Ocala, Florida, and has been in the industry since March 2013. Patrick is registered with Calton & Associates, Inc., a firm with more than 375 licensed financial advisors. The firm is based in Tampa, Florida and manages over $1.2 billion in assets.

Firm Information

Patrick McManus is currently registered with Calton & Associates, Inc.. Calton & Associates, Inc. is a Florida corporation formed in 1987. Headquartered in Tampa, the firm offers a wide range of advisory services including financial planning, pension consulting, and portfolio management for individuals and businesses. With over 375 registered representatives and 221 investment advisory professionals, Calton & Associates manages approximately $1.2 billion in assets for clients, primarily individuals and pension plans. The firm is registered with the SEC and all 53 states.
Calton & Associates, Inc.

2701 N. ROCKY POINT DRIVE

TAMPA, FL 33607

$1.22B

Assets Under Management

Not reported

Total Clients

231

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Patrick McManus’s Registration & Firm History

FL

03/21/2022 - Present

Calton & Associates, Inc. (Ocala FL)

GA

03/12/2013 - 03/03/2016

SUNTRUST ROBINSON HUMPHREY, INC. (ATLANTA GA)

Not sure if Patrick Joseph McManus is right for you?

Licenses & Designations

BC

Issued 07/11/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 03/11/2013

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Patrick Joseph McManus.
Not sure if Patrick Joseph McManus is right for you?