Best Investors Account Sign in
Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-29
  • NY RA
    APPROVED
    Since 2021-07-29

Branch Locations

290 Woodcliff Drive, Fairport, NY 14450 • United States

Pittsford, 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 06/2010 Present
Manning & Napier Advisors, Llc Fairport NY 01/2014 09/2019
Manning & Napier Advisors, Llc Fairport NY 09/2019 Present
Previous Registrations
  • 2010-08-27 → 2013-12-31
    Manning & Napier Advisory Advantage Company, Llc
    Fairport, NY
  • 2010-01-04 → 2010-06-03
    San Francisco, CA
  • 2009-09-18 → 2010-01-04
    Evergreen Investment Management Co
    Boston, MA
Other Businesses

EMPLOYEE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. PITTSFORD PANTHERS BASEBALL- BOARD MEMBER: 08/2022 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS). PITTSFORD LITTLE LEAGUE BASEBALL - BOARD MEMBER: 2021-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-07-29
  • S66 Uniform Combined State Law Examination
    2005-07-29

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Fairport, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor