Laura Dealy (CRD# 2292722) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Springville, NY and has over 31 years of experience in the finance industry.
CRD# 2948958
Edward Jones
CRD# 5116229
Lpl Financial LLC
CRD# 5842694
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Manning & Napier Advisors, LLC | Fairport, NY | Oct 2019 - Current | 4 |
| Manning & Napier Investor Services, Inc. | Springville, NY | Mar 2008 - Current | 16 |
| Manning & Napier Advisors, LLC | Springville, NY | Mar 2008 - Oct 2019 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1993 |
| S65 | NASAA Investment Advisors Law Examination | Nov 1994 |
- FL
- NY
- OH
- TX
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Total Assets Under Management18,487MILLIONS
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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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