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Cathy Pereira

Manning & Napier Advisors, LLC

Fairport, NY

Pittsford, NY

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Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-03-18
FL RA APPROVED 2023-07-19
NY RA APPROVED 2021-06-11
  • TX RA
    APPROVED
    Since 2024-03-18
  • FL RA
    APPROVED
    Since 2023-07-19
  • NY RA
    APPROVED
    Since 2021-06-11

Branch Locations

290 Woodcliff Drive, Fairport, NY 14450 • United States

Pittsford, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Manning & Napier Advisors, Llc Fairport NY 05/2021 Present
Manning & Napier Investor Services, Inc. Fairport NY 05/2021 Present
Generation Capital Management Pittsford NY 10/2017 04/2021
N/A Pittsford NY 08/2013 09/2017
  • 05/2021 → Present
    Manning & Napier Advisors, Llc
    Fairport, NY
  • 05/2021 → Present
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 10/2017 → 04/2021
    Generation Capital Management
    Pittsford, NY
  • 08/2013 → 09/2017
    N/A
    Pittsford, NY
Other Businesses

EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-09-30
  • S63 Uniform Securities Agent State Law Examination
    2021-09-30
Designations

View on SEC IAPD

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FRANK EDWARD LESCZINSKI
ETHAN BENJAMIN MCKENNEY
DONNA JEAN D'HONT
CHRISTOPHER KYLE RYAN
CRAIG STEPHEN ABBOTT
WILLIAM GREGORY HOLDEN

Other Offices

CETERA INVESTMENT ADVISERS LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
COMMONWEALTH FINANCIAL NETWORK · Fairport, NY
STIFEL, NICOLAUS & COMPANY, INCORPORATED · FAIRPORT, NY
LPL FINANCIAL LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
EDWARD JONES · FAIRPORT, NY

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