Craig Abbott, financial advisor Fairport NY
93 score

Craig Abbott

CRD 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 18 years of experience in the finance industry.

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Company Name Location Dates Years
Manning & Napier Advisors, LLC Fairport, NY Oct 2002 - Current 14
Manning & Napier Investor Services, Inc. Fairport, NY May 1998 - Current 18
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1998
Contact Info for Craig S. Abbott
Phone Number: 585-325-6880
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    35,390
    MILLIONS
  • Total Number of Accounts
    7,226
    ACCOUNTS
  • Average Account Value
    $4,897,583
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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