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Craig Stephen Abbott

Manning & Napier Advisors, LLC

Fairport, NY

Victor, NY

CRD 3063370

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Employer firm

Manning & Napier Advisors, LLC CRD 105992

$17.0B regulatory AUM 9 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-03-18
OH RA APPROVED 1999-05-03
  • NY RA
    APPROVED
    Since 2024-03-18
  • OH RA
    APPROVED
    Since 1999-05-03

Branch Locations

290 Woodcliff Drive, Fairport, NY 14450 • United States

Victor, 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 Investor Services, Inc. Fairport NY 05/1998 Present
Manning & Napier Advisors, Llc Fairport NY 10/2002 01/2019
Manning & Napier Advisors, Llc Fairport NY 01/2019 Present
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-06-04
  • S63 Uniform Securities Agent State Law Examination
    1998-06-04

View on SEC IAPD

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Nearby Offices

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