Dana VosburghCRD Number: 3113001
Current Firm: Manning & Napier Advisors, LLC
Dana Vosburgh (CRD# 3113001) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 3 years of experience in the finance industry. Dana Vosburgh has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Wall Street Financial Group, Inc.
American Portfolios Advisors, Inc.
Sage, Rutty & Company, Inc.
|Manning & Napier Investor Services, Inc.||Fairport, NY||Apr 2014 - Current||3|
|Manning & Napier Advisors, LLC||Fairport, NY||Apr 2013 - Current||4|
|Manning & Napier Advisors, LLC||Fairport, NY||Dec 2006 - Mar 2013||6|
|Manning & Napier Advisors, Inc.||Fairport, NY||Feb 2000 - Dec 2006||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2014|
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
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