Craig AbbottCRD Number: 3063370
Current Firm: Manning & Napier Advisors, LLC
Craig Abbott (CRD# 3063370) 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.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Manning & Napier Advisors, LLC||Fairport, NY||Oct 2002 - Current||15|
|Manning & Napier Investor Services, Inc.||Fairport, NY||May 1998 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
Total Assets Under Management35,390MILLIONS
Total Number of Accounts7,226ACCOUNTS
Average Account Value$4,897,583
- A percentage of assets under your management
- Performance-based fees
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops