Zachary Thomas Pipoly

Manning & Napier Advisors, LLC

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Current Employers

Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-10-03
TX	RA	APPROVED_RES	2024-09-11
NY	RA	APPROVED	2024-09-10
OH	RA	APPROVED	2024-09-10

FL RA
APPROVED

Since 2024-10-03
TX RA
APPROVED_RES

Since 2024-09-11
NY RA
APPROVED

Since 2024-09-10
OH RA
APPROVED

Since 2024-09-10

Branch Locations

Newark, OH • 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

Organization	City	State	From	To
Manning & Napier Advisors, Llc	Fairport	NY	09/2024	Present
Manning & Napier Investor Services, Inc.	Fairport	NY	09/2024	Present
Keybank National Association	Cleveland	OH	10/2015	06/2019
Raymond James & Associates, Inc	Beachwood	OH	12/2021	09/2024
Keybank National Association	Cleveland	OH	06/2019	12/2021

09/2024 → Present

Manning & Napier Advisors, Llc

Fairport, NY
09/2024 → Present

Manning & Napier Investor Services, Inc.

Fairport, NY
10/2015 → 06/2019

Keybank National Association

Cleveland, OH
12/2021 → 09/2024

Raymond James & Associates, Inc

Beachwood, OH
06/2019 → 12/2021

Keybank National Association

Cleveland, OH

Previous Registrations

2022-04-06 → 2024-09-05

Raymond James & Associates, Inc.

Beachwood, OH

Medina, OH

Other Businesses

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

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-04-02

S66 Uniform Combined State Law Examination

2022-04-02

View on SEC IAPD

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