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Paul Mark Manganelli

D.a. Davidson & Co.

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About Paul Mark Manganelli

Paul Manganelli is a financial professional with over 40 years of experience in the industry. Paul is currently registered with D.a. Davidson & Co. and has previously held positions at Janney Montgomery Scott LLC, Morgan Keegan & Company, Inc., FTN Financial Securities Corp, Spear, Leeds & Kellogg, L.P., Tucker Anthony Incorporated, Dean Witter Reynolds Inc., Prescott, Ball & Turben, Inc., Stuart Brothers and Kemper Securities Group, Inc. Paul specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting services. Paul is registered with the following states: California, Colorado, Connecticut, Florida, Illinois, Massachusetts, New Jersey, New York, Pennsylvania and Texas.

Firm Information

Paul Manganelli is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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Paul Manganelli’s Registration & Firm History

NJ

09/14/2015 - Present

D.a. Davidson & Co. (UPPER SADDLE RIVER NJ)

NJ

07/02/2012 - 09/15/2015

JANNEY MONTGOMERY SCOTT LLC (UPPER SADDLE RIVER NJ)

NY

10/16/2006 - 07/13/2012

MORGAN KEEGAN & COMPANY, INC. (NEW YORK NY)

NJ

01/07/2005 - 10/16/2006

FTN FINANCIAL SECURITIES CORP (JERSEY CITY NJ)

NY

11/14/2001 - 01/07/2005

SPEAR, LEEDS & KELLOGG, L.P. (NEW YORK NY)

MA

04/24/1995 - 11/10/2001

TUCKER ANTHONY INCORPORATED (BOSTON MA)

NY

12/01/1993 - 04/21/1995

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

MA

01/14/1992 - 12/07/1993

TUCKER ANTHONY INCORPORATED (BOSTON MA)

MO

09/04/1990 - 01/27/1992

KEMPER SECURITIES GROUP, INC. (ST. LOUIS MO)

NY

01/28/1991 - 02/05/1991

PRUDENTIAL-BACHE SECURITIES INC. (NEW YORK NY)

NA

10/20/1980 - 09/04/1990

PRESCOTT, BALL & TURBEN, INC.

NA

10/24/1979 - 10/26/1980

STUART BROTHERS

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Licenses & Designations

BC

Issued 06/02/1995

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/20/1979

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Paul Mark Manganelli.
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