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Ethan Benjamin Mckenney

Manning & Napier Advisors, LLC

Fairport, NY

Webster, NY

CRD 4984809

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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:

Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-27
TX RA APPROVED 2020-08-12
OH RA APPROVED 2020-02-19
FL RA APPROVED 2014-07-23
  • NY RA
    APPROVED
    Since 2021-07-27
  • TX RA
    APPROVED
    Since 2020-08-12
  • OH RA
    APPROVED
    Since 2020-02-19
  • FL RA
    APPROVED
    Since 2014-07-23

Branch Locations

290 Woodcliff Drive, Fairport, NY 14450 • United States

Webster, 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 Advisors, Llc Fairport NY 01/2013 10/2019
Manning & Napier Investor Services, Inc. Fairport NY 07/2014 Present
Manning & Napier Advisors, Llc Fairport NY 10/2019 06/2021
Manning & Napier Advisors, Llc Fairport NY 06/2021 Present
Other Businesses

EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-09-09
  • S63 Uniform Securities Agent State Law Examination
    2014-09-09
Designations
  • Certified Financial Planner

View on SEC IAPD

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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COMMONWEALTH FINANCIAL NETWORK

Nearby Investors

DANA FARR VOSBURGH
SAMANTHA MARIE LAREW
FRANK EDWARD LESCZINSKI

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · FAIRPORT, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Fairport, NY

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