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Michelle Mary Thomas

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York
Unclaimed Profile
290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 4496077Firm CRD# 105992
01

About

Michelle Mary Thomas 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# 4496077
Firm CRD# 105992
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michelle Mary Thomas offer?
Michelle Mary Thomas specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in FAIRPORT, New York for a consultation.
What are Michelle Mary Thomas's credentials?
Michelle Mary Thomas is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michelle Mary Thomas located?
Michelle Mary Thomas 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 Michelle Mary Thomas charge for services?
Michelle Mary Thomas'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, LLCPatrick Cunningham — MANNING & NAPIER ADVISORS, LLCJay Michael Welles — MANNING & NAPIER ADVISORS, LLC
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City Guides
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Research
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