Unclaimed Profile

Gregory Scott Woodard

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York

SIE, Series 7, Series 24, Series 63, Series 65Clean record20 years registeredMANNING & NAPIER ADVISORS, LLC

290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 2933398Firm CRD# 105992

Profile Verification

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

Identity

Gregory Scott Woodard · FAIRPORT, NY

Registration

CRD #2933398 · MANNING & NAPIER ADVISORS, LLC · 20 years registered

Brand Profile

Not yet started

Career History

WILMINGTON TRUST INVESTMENT ADVISORS, INC.

Jan 2025 – present

MANNING & NAPIER ADVISORS, LLC

Jan 2006 – Jan 2024

FAIRPORT, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 19, 2006

Years registered · 20

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 Gregory Scott Woodard offer?

Gregory Scott Woodard specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.

What are Gregory Scott Woodard's credentials?

Gregory Scott Woodard is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gregory Scott Woodard located?

Gregory Scott Woodard 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 Gregory Scott Woodard charge for services?

Gregory Scott Woodard'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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