UBS Financial Services
46yrs
Top advisor by experience in Rochester
19yrs
Patrick Manuel is a fiduciary financial advisor in Rochester, New York, with 19 years in the industry. After less than a year at Invest Financial, Patrick joined Novem Group in 2019, a firm offering financial planning, investment management, and retirement plan consulting. Novem Group reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 988 advisors with offices in Rochester, and one of 828 fiduciaries.
At a glance
Experience19 years (since 2007)
How that compares ?More experience than 59% of advisors in New York
Office350 Linden Oaks Suite 140, Rochester, NY 14625
FirmNovem Group
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$390,736
Advisors at the firm22
States licensed ?2 states
Services through Novem Group
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2019 – nowNovem GroupCurrent firm
- Sep 2007 – Oct 2007Invest Financial CorporationPreviously
Contact Patrick
(585) 348-9525Novem Group main office 350 Linden Oaks Suite 140Rochester, NY 14625Office · Get directions Firm websiteHTTPS://WWW.NOVEMGROUP.COM
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Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Patrick
How do I contact Patrick?
Call Novem Group at (585) 348-9525 and ask for Patrick Manuel. Patrick works from the Rochester, NY office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2007, about 19 years. More experience than 59% of advisors in New York.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Novem Group reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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