Patrick Bane, financial advisor New York NY
90 score

Patrick Bane

CRD Number: 6013969
Current Firm: Manning & Napier Advisors, LLC

Patrick Bane (CRD# 6013969) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in New York, NY and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Manning & Napier Advisors, LLC Fairport, NY May 2013 - Current 3
Manning & Napier Investor Services, Inc. Fairport, NY May 2013 - Current 3
Sanford C. Bernstein & Company, LLC New York, NY Jan 2012 - Feb 2013 1
Stereotaxis New York, NY Nov 2010 - Dec 2011 1
Johnson And Johnson New York, NY Oct 2003 - Oct 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2012
Contact Info for Patrick D. Bane
Phone Number: 585-325-6880
Registered State(s):
  • FL
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
90
Clean Record
This advisor has a clean track record with regulators.

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