Joshua PryorCRD Number: 5061446
Current Firm: Manning & Napier Advisors, LLC
Joshua Pryor (CRD# 5061446) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 15 years of experience in the finance industry.
W & S Management Services, Inc.
Manning & Napier Advisors, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Manning & Napier Advisors, LLC||Fairport, NY||Oct 2019 - Current||2|
|Manning & Napier Investor Services, Inc.||Fairport, NY||Jul 2011 - Current||10|
|Manning & Napier Advisors, LLC||Fairport, NY||Mar 2019 - Oct 2019||< 1|
|Manning & Napier Advisors, LLC||Fairport, NY||Jun 2017 - Mar 2019||1|
|Manning & Napier Advisors, LLC||Fairport, NY||Feb 2013 - Jun 2017||4|
|Manning & Napier Advisors, LLC||Fairport, NY||Jul 2011 - Feb 2013||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2005|
|S65||NASAA Investment Advisors Law Examination||Sep 2011|
Total Assets Under Management19,668MILLIONS
Total Number of Accounts4,861ACCOUNTS
Average Account Value$4,045,999
- A percentage of assets under your management
- 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, WY
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