Investment adviser representative · Cpr Financial & Insurance Services, Inc.
Manuel Menendez
CRD 1992107 · Port Saint Lucie, FL
At a glance
Manuel Menendez is an investment adviser representative with Cpr Financial & Insurance Services, Inc. in Port Saint Lucie, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Manuel’s SEC record dates to 2010, about 15 years ago.
Current advisory firm
- Cpr Financial & Insurance Services, Inc.Since April 2025Port Saint Lucie, FL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2010 (15 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Manuel’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Cpr Financial & Insurance Services, Inc.
- Charles P. RosenPort Saint Lucie
- Amy R. HallProsper
- Vincent R. LombardoProsper
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