Manning & Napier Investor Services, Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
70
Avg account
$0

Firm details

Headquarters
Fairport, New York
CRD number
26266
Registered since
June 15, 1990

Firm profile

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 3
  • Christopher Briley

    Christopher Briley

    Chief Technology OfficerCRD 4874358

  • Paul Battaglia

    Paul Battaglia

    Chief Financial OfficerCRD 6007994

  • Aaron Mcgreevy

    Aaron Mcgreevy

    Chief Distribution OfficerCRD 5541148

Contacts

3 of 67
  • Samantha Larew

    Samantha Larew

    Co-Director of ComplianceCRD 4928353

  • Kristina Chan Sickmond

    Kristina Chan Sickmond

    Relationship ManagerCRD 5812400

  • Joseph Petrosino

    Joseph Petrosino

    Database ManagerCRD 4817594

Unlock 64 more contacts

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth