Coty Brawdy (CRD# 6106713) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 6 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 Investor Services, Inc. | Fairport, NY | Jan 2023 - Current | 1 |
| Manning & Napier Advisors, LLC | Fairport, NY | Jan 2023 - Current | 1 |
| United Capital Financial Advisers, LLC | Newport Beach, CA | Oct 2020 - Jan 2023 | 2 |
| Bank Of America, N.a. | Buffalo, NY | Nov 2017 - Oct 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo, NY | Jun 2017 - Oct 2020 | 3 |
| The Giumpa Agency | Clarence, NY | Dec 2016 - Jun 2017 | < 1 |
| Brawdy Marine Construction | Clarence Center, NY | Aug 2015 - Dec 2016 | 1 |
| The Giumpa Agency | Clarence, NY | Nov 2013 - Aug 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- FL
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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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