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 is registered with the SEC; its registration dates back to 1990. The entity is identified in filings as having a domestic ownership structure that includes individual ownership interest. The firm's classification in the available dataset is listed as "Unclassified." Available disclosures do not describe a client base, fee schedule, or detailed advisory activities for this entity. The record indicates the firm does not self-identify as a capital allocator, is not flagged as an active ESG investor, is not designated a multi-state adviser in the dataset, and is not described as a pension consultant or related adviser. The filing also marks the adviser as not newly formed.
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
3 of 3
Christopher Briley
Chief Technology OfficerCRD 4874358

Paul Battaglia
Chief Financial OfficerCRD 6007994

Aaron Mcgreevy
Chief Distribution OfficerCRD 5541148
Contacts
3 of 67
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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