Unclaimed Profile

Charles Howard Stamey

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York

SIE, Series 2, Series 3, Series 6, Series 22, Series 30, Series 63, Series 65Clean record31 years registeredMANNING & NAPIER ADVISORS, LLC

290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 2378503Firm CRD# 105992

Profile Verification

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

Identity

Charles Howard Stamey · FAIRPORT, NY

Registration

CRD #2378503 · MANNING & NAPIER ADVISORS, LLC · 31 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC

Jan 2002 – Dec 2013

ST. PETERSBURG, FL

MANNING & NAPIER ADVISORS, LLC

Oct 1994 – May 2019

ST. PETERSBURG, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 3

Series 6

Series 22

Series 30

Series 63

Series 65

Registration record

First registered · October 12, 1994

Years registered · 31

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 Charles Howard Stamey offer?

Charles Howard Stamey specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Charles Howard Stamey's credentials?

Charles Howard Stamey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Charles Howard Stamey located?

Charles Howard Stamey is based in FAIRPORT, New York, last registered with MANNING & NAPIER ADVISORS, LLC.

How does Charles Howard Stamey charge for services?

Charles Howard Stamey'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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