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Beth Hendershot Galusha

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York
SIE, Series 6, Series 26, Series 63Clean recordMANNING & NAPIER ADVISORS, LLC
290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 2047793Firm CRD# 105992

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Beth Hendershot Galusha · FAIRPORT, NY
Registration
CRD #2047793 · MANNING & NAPIER ADVISORS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 26
Series 63
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

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
Introduction

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04

Frequently Asked Questions

What services does Beth Hendershot Galusha offer?
Beth Hendershot Galusha specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Beth Hendershot Galusha's credentials?
Beth Hendershot Galusha is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Beth Hendershot Galusha located?
Beth Hendershot Galusha 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 Beth Hendershot Galusha charge for services?
Beth Hendershot Galusha'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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