This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MANNING & NAPIER ADVISORS, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Aug 1, 2009earliest registration or exam on IAPD

Years in industry

17derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

4

Exams

S66

First exam

Jan 7, 2022

First registration

Jan 8, 2022

Dual registered

yes, broker-dealer

IAPD individual key

7465447

• Occurred

  Jun 20, 2025
  Advisor changed firm

  David Sutton left Capital Analysts for Manning & Napier Advisors, Llc (registered 2025-07-02)

  Form ADVobserved 5 days ago
• Occurred

  Jun 20, 2025
  Advisor changed firm

  David Sutton left Lincoln Investment for Capital Analysts (registered 2023-08-11)

  Form ADVobserved 5 days ago
• Occurred

  Mar 1, 2023
  Advisor changed firm

  David Sutton left Alliancebernstein L.P. for Lincoln Investment (registered 2023-08-04)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:2bb55bf9-eb27-c6aa-405e-fd0478a1b9eb

First observed

Jan 8, 2022

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.