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MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS, LLC
FAIRPORT, New York
·
22 registered advisors
·
CRD# 105992
SEC# 801-10733
3
585-325-6880
01
Firm Overview
AUM
$18.5B
Regulatory assets under management
Employees
223
Total firm employees
Advisors
22
Registered representatives
02
Services & Fees
Advisory 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
Compensation
Percentage of AUM
Other: MNA MAY NEGOTIATE THE FEE FOR CUSTOMIZED PORTFOLIOS AND SERVICES
03
Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
04
Advisors at MANNING & NAPIER ADVISORS, LLC
22 registered advisors
Aaron Thomas Mcgreevy
FAIRPORT, New York
CRD# 5541148
Beth Hendershot Galusha
FAIRPORT, New York
CRD# 2047793
B Reuben Auspitz
FAIRPORT, New York
CRD# 1898690
Charles Howard Stamey
FAIRPORT, New York
CRD# 2378503
Christopher Fred Petrosino
FAIRPORT, New York
CRD# 4616990
Christopher Pickett Briley
FAIRPORT, New York
CRD# 4874358
Ebrahim Busheri
FAIRPORT, New York
CRD# 4514441
Gregory Scott Woodard
FAIRPORT, New York
CRD# 2933398
James Edward Mikolaichik
FAIRPORT, New York
CRD# 5047043
Jay Michael Welles
FAIRPORT, New York
CRD# 7694388
Jeffrey Alan Herrmann
FAIRPORT, New York
CRD# 2482575
Jessica Michele Kushner
FAIRPORT, New York
CRD# 5503211
Marc Edward Bushallow
FAIRPORT, New York
CRD# 3206747
Marc Orlans Mayer
FAIRPORT, New York
CRD# 2120110
Michelle Mary Thomas
FAIRPORT, New York
CRD# 4496077
Nicole Kingsley Brunner
FAIRPORT, New York
CRD# 7088652
Patrick Cunningham
FAIRPORT, New York
CRD# 1688930
Paul John Battaglia
FAIRPORT, New York
CRD# 6007994
Richard Stuart Goldberg
FAIRPORT, New York
CRD# 867449
Sarah Christine Turner
FAIRPORT, New York
CRD# 6960298
Scott James Morabito
FAIRPORT, New York
CRD# 6838712
Stacey Jones Green
FAIRPORT, New York
CRD# 7355958
05
Office Locations
FAIRPORT, New York
22 advisors
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Data sourced from SEC Form ADV filings. MANNING & NAPIER ADVISORS, LLC (CRD# 105992) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.