Unclaimed Profile

Patrick Cunningham

MANNING & NAPIER ADVISORS, LLC·FAIRPORT, New York

Clean recordMANNING & 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Patrick Cunningham 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.

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

Introduction

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Firm Overview

Firm

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

Background

Compensation

Percentage of AUM

Other: MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES

Regulatory

SEC/IARD CRD# 1688930

Firm CRD# 105992

View on FINRA BrokerCheck →

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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. Contact their office in FAIRPORT, New York for a consultation.

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, working with MANNING & NAPIER ADVISORS, LLC. Their office serves clients in the FAIRPORT metropolitan area and surrounding communities.

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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