Manning & Napier Advisors, LLC

Manning & Napier Advisors, LLC (CRD# 105992) is a financial advisory firm headquartered in Fairport, NY. They manage $19,197,822,404 in 4,988 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    19,198
    MILLION
  • Total Number of Accounts
    4,988
    ACCOUNTS
  • Average Account Value
    $3,848,802
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Manning & Napier Advisors, LLC
Showing 1 - 10 of 42 top financial advisors.
1
Craig S. Abbott
CRD#: 3063370
290 Woodcliff Drive, Fairport, NY 14450

Craig Abbott (CRD# 3063370) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 22 years of experience in the finance industry.

2
Jennifer A. Brockwell
CRD#: 2851771
Austin, TX

Jennifer Brockwell (CRD# 2851771) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Austin, TX and has over 18 years of experience in the finance industry.

3
Richard M. Cartier
CRD#: 5445562
Palmer, MA

Richard Cartier (CRD# 5445562) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Palmer, MA and has over 10 years of experience in the finance industry.

4
Stephanie A. Cochran
CRD#: 1317478
Fulton, MD

Stephanie Cochran (CRD# 1317478) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fulton, MD and has over 20 years of experience in the finance industry.

5
Robert J. Conrad
CRD#: 2456146
Hunting Valley, OH

Robert Conrad (CRD# 2456146) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Hunting Valley, OH and has over 23 years of experience in the finance industry.

6
Jake W. Cooper
CRD#: 6292067
290 Woodcliff Drive, Fairport, NY 14450

Jake Cooper (CRD# 6292067) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 6 years of experience in the finance industry.

7
Donna J. D'hont
CRD#: 1396787
290 Woodcliff Drive, Fairport, NY 14450

Donna D'hont (CRD# 1396787) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 35 years of experience in the finance industry.

8
Laura E. Dealy
CRD#: 2292722
Springville, NY

Laura Dealy (CRD# 2292722) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Springville, NY and has over 27 years of experience in the finance industry.

9
Andrew O. Delmedico
CRD#: 4700401
290 Woodcliff Drive, Fairport, NY 14450

Andrew Delmedico (CRD# 4700401) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 5 years of experience in the finance industry. Andrew Delmedico 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.

10
Kelly M. Flynn
CRD#: 1962975
290 Woodcliff Drive, Fairport, NY 14450

Kelly Flynn (CRD# 1962975) is an Investment Advisor Representative working at Manning & Napier Advisors, LLC in Fairport, NY and has over 6 years of experience in the finance industry.

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