Sharon Treiser (CRD# 1462427) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Naples, FL and has over 38 years of experience in the finance industry.
CRD# 6587916
Alpha Mode Capital LLC
CRD# 2271656
Ubs Financial Services Inc.
CRD# 1135890
First Heartland Consultants, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manning & Napier Advisors, LLC | Fairport, NY | Aug 2023 - Current | < 1 |
| Manning & Napier Investor Services, Inc. | Fairport, NY | Aug 2023 - Current | < 1 |
| Unemployed | Naples, FL | Apr 2023 - Jul 2023 | < 1 |
| Nch Healthcare System | Naples, FL | Sep 2021 - Mar 2023 | 1 |
| J.p. Morgan Securities LLC | Naples, FL | Mar 2014 - Sep 2021 | 7 |
| Jpmorgan Chase Bank Na | Naples, FL | Mar 2014 - Sep 2021 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2023 |
| S63 | Uniform Securities State Law Examination | Mar 1986 |
| S65 | NASAA Investment Advisors Law Examination | May 1996 |
- FL
- NY
-
Total Assets Under Management18,487MILLIONS
-
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
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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