Patrick Daniel Manuel
Financial advisor at Novem Group · Rochester, NY
Last updated 2026-10-10
Claim your profilePatrick Daniel Manuel is a financial advisor at Novem Group in Rochester, NY, CRD 5198707. Licenses and exams on the registration: Series 66. IAPD registration began 2007-09-17.
Registration
- CRD number
- 5198707
- Registration status
- Active
- IAPD registration
- 2007-09-17
- Industry Experience
- 19 years
- Work Experience
- 13 years
- States registered
- AZ, CA, CO, DC, FL, GA, MA, MD, ME, NC, NJ, NY, OH, PA, RI, SC, TX, VA
Licenses and exams
- Series 66
Work history
- 2013-10 to 2024-10 · American Portfolios Financial Services, Inc. · Holbrook, NY
- 2014-01 to Present · Novem Group, Inc. · Rochester, NY
- 2024-10 to Present · Osaic Wealth, Inc. · Rochester, NY
Current employment
- Novem Group · Rochester, NY
Novem Group
- Regulatory AUM
- $1,717,643,936
- Registered advisors
- 32
- Offices
- 11
- Clients per advisor
- 114.2 (High)
- Average AUM per client
- $470.2K (Low)
- High-net-worth client ratio
- 7.1% (Low)
Novem Group: advisors, services and reported ETF investments
About
Patrick Daniel Manuel is a financial advisor at Novem Group in Rochester, NY. Reported securities licenses include Series 66. The latest record indicates 19 years of industry experience and 13 years of reported work history.
Novem Group's firm-level Form ADV reports 32 advisors across 11 offices; approximately 114.2 clients per advisor, average assets per client of $470,201, and regulatory AUM of $1.7B; client categories including Individuals (non-HNW), High net worth individuals, Pension and profit-sharing plans, Charitable organizations, and State or municipal government entities; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Pension Consulting Services, Selection of Other Advisers, and Publication of Periodicals or Newsletters.
PortfolioFuture's firm-level 13F analysis covers $629.4M across 194 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Patrick Daniel Manuel personally.
Reported ETF positions
Novem Group reports 194 ETF positions worth $629.4M on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| PYLD — PIMCO Multisector Bond Active Exchange-Traded Fund | $41.7M |
| SCHG — Schwab U.S. Large-Cap Growth ETF | $40.3M |
| SPYM — State Street SPDR Portfolio S&P 500 ETF | $28.3M |
| BOND — PIMCO Active Bond Exchange-Traded Fund Exchange-Traded Fund | $22.6M |
| SCHO — Schwab Short-Term U.S. Treasury ETF | $19.9M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Novem Group's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $8.9M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | DYNF — iShares U.S. Equity Factor Rotation Active ETF | $6.9M | Top 99.9% | Addressable AUM $14.9T · Peer conviction 86.8% |
| Residual Alpha | VCRB — Vanguard Core Bond ETF | $391.5K | Top 99.9% | Residual alpha +0.66% · Residual Sharpe 0.14 |
| Diversification Benefits | NEAR — iShares Short Duration Bond Active ETF | $911.6K | Top 99.3% | Replicability (R²) 35.2% · Residual Sharpe 1.25 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Novem Group on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Pension Consulting Services
- Selection of Other Advisers
- Publication of Periodicals or Newsletters
- Educational Seminars or Workshops
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
Location
350 Linden Oaks, Rochester, NY 14625
31 advisors at this office.
Contact
The firm's filed contact details.
- Phone: 585-348-9525
- Website: novemgroup.com
Official record
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