Unclaimed Profile

Aaron Thomas Mcgreevy

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York

SIE, Series 6, Series 63, Series 65Clean record18 years registeredMANNING & NAPIER ADVISORS, LLC

290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 5541148Firm CRD# 105992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Aaron Thomas Mcgreevy · FAIRPORT, NY

Registration

CRD #5541148 · MANNING & NAPIER ADVISORS, LLC · 18 years registered

Brand Profile

Not yet started

Career History

MANNING & NAPIER ADVISORS, LLC

Jun 2008 – present

MANNING & NAPIER INVESTOR SERVICES, INC.

Jun 2008 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · June 9, 2008

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANNING & NAPIER ADVISORS, LLC

CRD 105992 · SEC 801-10733

AUM

$18.5B

Regulatory assets under management

Employees

223

4,447 client accounts

Services offered by MANNING & NAPIER ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at MANNING & NAPIER ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Aaron Thomas Mcgreevy offer?

Aaron Thomas Mcgreevy specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.

What are Aaron Thomas Mcgreevy's credentials?

Aaron Thomas Mcgreevy is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Aaron Thomas Mcgreevy located?

Aaron Thomas Mcgreevy is based in FAIRPORT, New York, working with MANNING & NAPIER ADVISORS, LLC. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

How does Aaron Thomas Mcgreevy charge for services?

Aaron Thomas Mcgreevy's firm is compensated through percentage of aum, other: mna may negotiate the fee for customized portfolios and services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MANNING & NAPIER ADVISORS, LLC?

MANNING & NAPIER ADVISORS, LLC has approximately 223 employees and manages $18.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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