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Current Employers
Manning & Napier Advisors, Llc

290 Woodcliff Drive, Fairport, NY 14450 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-17
TX RA APPROVED 2025-01-16
FL RA APPROVED 2024-04-18
NY RA APPROVED 2023-12-08
PA RA APPROVED 2023-12-08
  • OH RA
    APPROVED
    Since 2026-03-17
  • TX RA
    APPROVED
    Since 2025-01-16
  • FL RA
    APPROVED
    Since 2024-04-18
  • NY RA
    APPROVED
    Since 2023-12-08
  • PA RA
    APPROVED
    Since 2023-12-08

Branch Locations

Wexford, PA • 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
OrganizationCityStateFromTo
Manning & Napier Investor Services, Inc. Fairport NY 01/2023 Present
Manning & Napier Advisors, Llc Fairport NY 01/2023 Present
Bank Of America Pittsburgh PA 12/2022 01/2023
Not Employed Wexford PA 07/2022 12/2022
The Pnc Financial Services Group, Inc. Pittsburgh PA 10/2020 07/2022
Not Employed Wexford PA 01/2020 10/2020
The Allegheny Conference On Community Development Pittsburgh PA 06/2019 12/2019
Not Employed Wexford PA 01/2019 06/2019
Bny Mellon Pittsburgh PA 10/2006 12/2018
  • 01/2023 → Present
    Manning & Napier Investor Services, Inc.
    Fairport, NY
  • 01/2023 → Present
    Fairport, NY
  • 12/2022 → 01/2023
    Bank Of America
    Pittsburgh, PA
  • 07/2022 → 12/2022
    Not Employed
    Wexford, PA
  • 10/2020 → 07/2022
    The Pnc Financial Services Group, Inc.
    Pittsburgh, PA
  • 01/2020 → 10/2020
    Not Employed
    Wexford, PA
  • 06/2019 → 12/2019
    The Allegheny Conference On Community Development
    Pittsburgh, PA
  • 01/2019 → 06/2019
    Not Employed
    Wexford, PA
  • 10/2006 → 12/2018
    Bny Mellon
    Pittsburgh, PA
Other Businesses

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

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-03
  • S66 Uniform Combined State Law Examination
    2023-11-03

View on SEC IAPD

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