Manning & Napier Investor Services, Inc.
Firm details
- Headquarters
- Fairport, New York
- CRD number
- 26266
- Registered since
- June 15, 1990
- Website
- www.manning-napier.com
Firm profile
FINTRXOverview
Manning & Napier Investor Services, Inc. is organized as a corporation and has been SEC-registered since 1990. The firm's ownership is listed as a mix of a domestic entity and an individual. Public filings classify the adviser as unclassified and indicate it does not operate as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and is not listed as a pension consultant or related adviser in the available data.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Paul Battaglia
Chief Financial OfficerCRD 6007994
Aaron Mcgreevy
Chief Distribution OfficerCRD 5541148
Contacts
3 of 65
Samantha Larew
Co-Director of ComplianceCRD 4928353
Kristina Chan Sickmond
Relationship ManagerCRD 5812400
Joseph Petrosino
Database ManagerCRD 4817594
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairport, NY
Monroe
Location
Fairport, NY
Headquartered in Fairport, NY, anchoring the Rochester-Batavia-Seneca Falls, NY metro in the Northeast.
- Metro area
- Rochester-Batavia-Seneca Falls, NY
- Region
- Northeast
- County
- Monroe
- Address
- 290 Woodcliff Dr
- Time zone
- ET (UTC-5)
- Office locations
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