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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-09 |
| NY | RA | APPROVED | 2021-07-29 |
| TX | RA | APPROVED_RES | 2013-05-10 |
| OH | RA | APPROVED | 2009-07-20 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
150 Second Ave. North Suite 800, St. Petersburg, FL 33701 • United States
St Petersburg, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | St Petersburg | FL | 03/2009 | Present |
| Manning & Napier Advisors, Llc | St Petersburg | FL | 03/2009 | 08/2019 |
| Manning & Napier Advisors, Llc | St. Petersburg | FL | 08/2019 | 07/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 07/2021 | Present |
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; OWNER OF RENTAL PROPERTY: SEPTEMBER 15, 2010 - PRESENT, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH (EVENINGS AND WEEKENDS), ZERO HOURS DURING TRADING HOURS; BOY SCOUTS OF AMERICA GREATER TAMPA BAY AREA COUNCIL- BOARD MEMBER/CO-CHAIR NOMINATING COMMITTEE: 01/2019 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); Leadership Florida Finance Committee - Member of Board Committee (not Board Member): 06/2019-Present, Non-Investment Related (Zero hours during trading hours). City of St. Petersburg - Investment Oversight Committee, 3/2026-PRESENT, INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS), ST. PETERSBURG ECONOMIC DEVELOPMENT CORPORATION- COMMITTEE MEMBER: 4/2023, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); ST. ANTHONY'S HOSPITAL- BOARD MEMBER, 04/2024-PRESENT,NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS; SOUTHSTATE BANK- BOARD MEMBER, 07/31/2024-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2006-02-24 |
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