Manning & Napier Investor Services, Inc.

Broker-DealerFINRA MemberEst. 1990
Total AUM
Advisory reps
66
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 has been SEC-registered since 1990. The FINTRX snapshot classifies the firm as "Unclassified" and lists its owner type as a combination of a domestic entity and individual ownership. The profile flags several negative attributes: the firm is not identified as a capital allocator, is not an active ESG investor, is not designated a multi-state adviser, and is not listed as a pension consultant, newly formed adviser, or related adviser. The dataset does not include descriptions of client segments, fee schedules, or advisory business lines for this entity.

Assets & Accounts

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Aaron Mcgreevy

    Aaron Mcgreevy

    Chief Distribution OfficerCRD 5541148

  • Paul Battaglia

    Paul Battaglia

    Chief Financial OfficerCRD 6007994

Contacts

3 of 64
  • Ioannis Profylienos

    Ioannis Profylienos

    Senior Financial ConsultantCRD 5748613

  • Rebecca Galliford

    Rebecca Galliford

    Financial ConsultantCRD 5757790

  • Susan Pilon

    Susan Pilon

    Senior Financial ConsultantCRD 4382906

Unlock 61 more contacts

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

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