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Paul Louis Stanzione

Manning & Napier Advisors, LLC

Fairport, NY

Rochester, NY

CRD 6153663

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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 2025-05-09
  • NY RA
    APPROVED
    Since 2025-05-09

Branch Locations

290 Woodcliff Drive, Fairport, NY 14450 • United States

Rochester, 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 01/2013 Present
Manning & Napier Advisors, Llc Fairport NY 06/2013 09/2018
Manning & Napier Advisors, Llc Fairport NY 09/2018 Present
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2013-03-01
  • S63 Uniform Securities Agent State Law Examination
    2013-03-01
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
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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