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Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-07-25
  • TN RA
    APPROVED
    Since 2024-07-25

Branch Locations

Lebanon, TN • United States

290 Woodcliff Drive, Fairport, NY 14450 • 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 02/2019 03/2026
Manning & Napier Investor Services, Inc Fairport NY 05/2020 Present
Paychex Rochester NY 03/2018 02/2019
Paychex Rochester NY 07/2016 03/2018
Town Of Webster - Parks And Recreation Department Webster NY 08/2016 01/2017
Manning & Napier Advisors, Llc Fairport NY 03/2026 Present
  • 02/2019 → 03/2026
    Fairport, NY
  • 05/2020 → Present
    Manning & Napier Investor Services, Inc
    Fairport, NY
  • 03/2018 → 02/2019
    Paychex
    Rochester, NY
  • 07/2016 → 03/2018
    Paychex
    Rochester, NY
  • 08/2016 → 01/2017
    Town Of Webster - Parks And Recreation Department
    Webster, NY
  • 03/2026 → Present
    Fairport, NY
Other Businesses

EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; UBER DRIVER: 06/2023 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS)

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2021-03-01
  • S63 Uniform Securities Agent State Law Examination
    2021-03-01
Designations

View on SEC IAPD

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