Samantha Larew (CRD# 4928353) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 19 years of experience in the finance industry.
CRD# 4371387
Securities America Advisors, Inc.
CRD# 3256371
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6501073
Brighton Securities Corp.
Company Name | Location | Dates | Years |
---|---|---|---|
Manning & Napier Fund Inc. | Fairport, NY | Jun 2019 - Current | 4 |
Manning & Napier Investor Services, Inc. | Fairport, NY | Jun 2019 - Current | 4 |
Manning & Napier Fund Inc. | Fairport, NY | May 2019 - Current | 5 |
Manning & Napier Advisors, LLC | Fairport, NY | Mar 2018 - Current | 6 |
Manning & Napier Investor Services, Inc. | Fairport, NY | Dec 2013 - Current | 10 |
Manning & Napier Investor Services, Inc. | Fairport, NY | Jun 2011 - Current | 12 |
Manning & Napier Investor Services, Inc. | Fairport, NY | Apr 2010 - Current | 14 |
Manning & Napier Advisors, LLC | Fairport, NY | Mar 2014 - Mar 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Mar 2005 |
S66 | NASAA Uniform Combined State Law Examination | Apr 2008 |
- NY
-
Total Assets Under Management18,487MILLIONS
-
Total Number of Accounts4,447ACCOUNTS
-
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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