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Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • FL RA
    APPROVED
    Since 2025-01-09
  • NY RA
    APPROVED
    Since 2021-07-29
  • TX RA
    APPROVED_RES
    Since 2013-05-10
  • OH RA
    APPROVED
    Since 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

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. 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
Other Businesses

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).

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-24
S63 Uniform Securities Agent State Law Examination 2006-02-24
  • S65 Uniform Investment Adviser Law Examination
    2009-04-24
  • S63 Uniform Securities Agent State Law Examination
    2006-02-24
Other Names
  • Gregory William Holden

View on SEC IAPD

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