Chelsea Seibel, financial advisor Fairport NY

Chelsea Seibel

CRD Number: 5964695
Current Firm: Manning & Napier Advisors, LLC

Chelsea Seibel (CRD# 5964695) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 12 years of experience in the finance industry. Chelsea Seibel 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.

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Professional Designations
Company Name Location Dates Years
Manning & Napier Advisors, LLC Fairport, NY Aug 2021 - Current 2
Manning & Napier Investor Services, Inc. Fairport, NY Aug 2021 - Current 2
City National Bank Westminster, MD Sep 2019 - Jun 2021 1
Rbc Capital Markets, LLC Westmisnter, MD Jul 2016 - Jun 2021 4
Lincoln Financial Advisors Lutherville, MD Feb 2014 - Jul 2016 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2011
S66 NASAA Uniform Combined State Law Examination Feb 2013
Contact Info for Chelsea A. Seibel
Phone Number: 585-325-6880
Registered State(s):
  • FL
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    18,487
    MILLIONS
  • Total Number of Accounts
    4,447
    ACCOUNTS
  • Average Account Value
    $4,157,209
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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, WY

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