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290 Woodcliff Drive, Fairport, NY 14450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-03-17 |
| NY | RA | APPROVED | 2021-06-15 |
| FL | RA | APPROVED | 2011-06-30 |
Branch Locations
290 Woodcliff Drive, Fairport, NY 14450 • United States
West Henrietta, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Manning & Napier Investor Services, Inc. | Fairport | NY | 05/2011 | Present |
| Manning & Napier Advisors, Llc | Fairport | NY | 01/2016 | 05/2021 |
| Manning & Napier Advisors, Llc | Fairport | NY | 05/2021 | Present |
EMPLOYEE AND INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR; RUSH UNITED METHODIST CHURCH CHILD CARE CENTER- BOARD MEMBER, 06/2023-PRESENT (VOLUNTARY-NO COMPENSATION RECEIVED), NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); Alfred State College Business Dept. Financial Planning & Accounting Advisory Board- Board Member, 3/2026 - Present (Voluntary- No Compensation Received), Non-investment related (zero hours during trading hours)
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-11-29 |
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