Unclaimed Profile

John Joseph Manuel

P.F.S. ADVISORS L.C.·WEST PALM BEACH, Florida

Series 6, Series 7, Series 31, Series 63, Series 66Clean record20 years registeredP.F.S. ADVISORS L.C.

1400 CENTREPARK BLVD, WEST PALM BEACH, FL 33401CRD# 4004241Firm CRD# 118364

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

John Joseph Manuel · WEST PALM BEACH, FL

Registration

CRD #4004241 · P.F.S. ADVISORS L.C. · 20 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: P.F.S. ADVISORS L.C.

CASTLE WEALTH MANAGEMENT

Apr 2013 – Aug 2016

WEST PALM BEACH, FL

UBS FINANCIAL SERVICES INC.

Jun 2006 – Feb 2008

PALM BEACH GARDENS, FL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 31

Series 63

Series 66

Registration record

First registered · June 8, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CASTLE WEALTH MANAGEMENT LLC

CRD 118364 · SEC 801-60871

AUM

$350M

Regulatory assets under management

Employees

722 client accounts

Services offered by CASTLE WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CASTLE WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does John Joseph Manuel offer?

John Joseph Manuel specializes in Financial Planning, Investment Management, Wealth Management.

What are John Joseph Manuel's credentials?

John Joseph Manuel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is John Joseph Manuel located?

John Joseph Manuel is based in WEST PALM BEACH, Florida, last registered with P.F.S. ADVISORS L.C..

How does John Joseph Manuel charge for services?

John Joseph Manuel's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is P.F.S. ADVISORS L.C.?

P.F.S. ADVISORS L.C. has approximately 7 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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