Melissa Alene Pinkerton

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2006 → 07/2018
  Raymond James & Associates, Inc.
  St. Petersburg, FL
• 07/2018 → 07/2021
  Mercer Global Advisors Inc.
  Clearwater, FL
• 07/2021 → 06/2023
  Unemployed
  St. Petersburg, FL
• 06/2023 → Present
  Belleair Wealth Management, Llc
  Belleair Bluffs, FL
• 07/2026 → Present
  Manning & Napier Advisors, Llc
  Fairport, NY

Previous Registrations

• 2018-08-29 → 2021-08-18
  Mercer Global Advisors Inc.
  Clearwater, FL
• 2008-06-26 → 2018-07-20
  Raymond James & Associates, Inc.
  Wichita, KS
  St. Petersburg, FL
  St. Petersburg, FL
  St. Petersburg, FL
  St. Petersburg, FL

Other Businesses

APPLICANT IS TEMPORARILY DUALLY REGISTERED WITH BELLEAIR WEALTH MANAGEMENT, LLC. (FIRM CRD/IARD NO. 131666) AS A FINANCIAL ADVISOR, WHILE TRANSITIONING TO MANNING & NAPIER ADVISORS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-06-23
• S63 Uniform Securities Agent State Law Examination
  2004-11-30

Other Names

• Melissa Wainright
• Melissa Alene Wainright
• Melissa Alene Converse