Unclaimed Profile

Patrick Cunningham

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York

SIE, Series 2, Series 6, Series 7, Series 22, Series 24, Series 63, Series 65Clean record33 years registeredMANNING & NAPIER ADVISORS, LLC

290 WOODCLIFF DRIVE, FAIRPORT, NY 14450CRD# 1688930Firm CRD# 105992

Profile Verification

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

Identity

Patrick Cunningham · FAIRPORT, NY

Registration

CRD #1688930 · MANNING & NAPIER ADVISORS, LLC · 33 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 2003 – Dec 2013

FAIRPORT, NY

MANNING & NAPIER ADVISORS, LLC

Apr 1993 – Aug 2016

FAIRPORT, NY

Registrations & Exams

FINRA examinations passed

SIE

Series 2

Series 6

Series 7

Series 22

Series 24

Series 63

Series 65

Registration record

First registered · April 13, 1993

Years registered · 33

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 Patrick Cunningham offer?

Patrick Cunningham specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management.

What are Patrick Cunningham's credentials?

Patrick Cunningham is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Patrick Cunningham located?

Patrick Cunningham is based in FAIRPORT, New York, last registered with MANNING & NAPIER ADVISORS, LLC.

How does Patrick Cunningham charge for services?

Patrick Cunningham'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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