David Immonen, financial advisor Fairport NY

David Immonen

CRD Number: 2651877
Current Firm: Manning & Napier Advisors, LLC

David Immonen (CRD# 2651877) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 28 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Manning & Napier Advisors, LLC Fairport, NY Oct 2019 - Current 4
Manning & Napier Investor Services, Inc. Fairport, NY Oct 2005 - Current 18
Manning & Napier Advisors, LLC Fairport, NY Oct 2005 - Oct 2019 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S65 NASAA Investment Advisors Law Examination Dec 1995
Contact Info for David L. Immonen
Phone Number: 585-325-6880
Registered State(s):
  • FL
  • NY
  • OH
  • PA
  • 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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