Caleb Humbert (CRD# 6654633) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 5 years of experience in the finance industry.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Company Name | Location | Dates | Years |
---|---|---|---|
Manning & Napier Advisors, LLC | Fairport, NY | Feb 2021 - Current | 3 |
Manning & Napier Investor Services, Inc. | Fairport, NY | Feb 2021 - Current | 3 |
Cadaret, Grant & Company, Inc. | Syracuse, NY | Jun 2019 - Feb 2021 | 1 |
The Ayco Company, LP | Albany, NY | Jun 2018 - Jun 2019 | 1 |
Le Moyne College | Syracuse, NY | Aug 2016 - May 2018 | 1 |
Brown And Brown, Empire State | Syracuse, NY | Sep 2017 - Dec 2017 | < 1 |
Rochester Landscape Designs Inc. | Webster, NY | Jun 2017 - Aug 2017 | < 1 |
Oak Hill Country Club | Rochester, NY | May 2017 - Jun 2017 | < 1 |
Northwestern Mutual | Rochester, NY | Jun 2016 - Dec 2016 | < 1 |
Siena College | Loudonville, NY | Aug 2014 - Jun 2016 | 1 |
Thomas Landscape | Webster, NY | May 2015 - Aug 2015 | < 1 |
Dunkin Donuts | Webster, NY | Aug 2013 - May 2015 | 1 |
Webster Thomas High School | Webster, NY | Sep 2010 - Jun 2014 | 3 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Oct 2018 |
S63 | Uniform Securities State Law Examination | Dec 2021 |
- NY
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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
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