Ethan McKenney (CRD# 4984809) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 9 years of experience in the finance industry. Ethan McKenney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
CRD# 3259077
Securities America Advisors, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manning & Napier Advisors, LLC | Fairport, NY | Jun 2021 - Current | 2 |
| Manning & Napier Investor Services, Inc. | Fairport, NY | Jul 2014 - Current | 9 |
| Manning & Napier Advisors, LLC | Fairport, NY | Oct 2019 - Jun 2021 | 1 |
| Manning & Napier Advisors, LLC | Fairport, NY | Jan 2013 - Oct 2019 | 6 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- FL
- NY
- OH
- TX
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Total Assets Under Management18,487MILLIONS
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Total Number of Accounts4,447ACCOUNTS
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Average Account Value$4,157,209
- A percentage of assets under your management
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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