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Jeffrey Alan Herrmann

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York
Unclaimed Profile
290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 2482575Firm CRD# 105992
01

About

Jeffrey Alan Herrmann is a registered financial advisor based in FAIRPORT, New York, affiliated with MANNING & NAPIER ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS, LLC
AUM
$18.5B
Regulatory assets under management
Employees
223
Total firm employees
View all advisors at MANNING & NAPIER ADVISORS, LLC →
Services
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
04

Background

Compensation
Percentage of AUM
Other: MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
Regulatory
SEC/IARD CRD# 2482575
Firm CRD# 105992
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jeffrey Alan Herrmann offer?
Jeffrey Alan Herrmann specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Jeffrey Alan Herrmann's credentials?
Jeffrey Alan Herrmann is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jeffrey Alan Herrmann located?
Jeffrey Alan Herrmann 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 Jeffrey Alan Herrmann charge for services?
Jeffrey Alan Herrmann'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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Other advisors in FAIRPORT
Bradford Lloyd Mcadam — SEAWAY ADVISORS,LTD.Beth Hendershot Galusha — MANNING & NAPIER ADVISORS, LLCB Reuben Auspitz — MANNING & NAPIER ADVISORS, LLCMichelle Mary Thomas — MANNING & NAPIER ADVISORS, LLCJay Michael Welles — MANNING & NAPIER ADVISORS, LLC
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Research
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