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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

SUSAN ALEXANDRA PILON

Advisor at MANNING & NAPIER ADVISORS, LLC

FAIRPORT, NY | St. Petersburg, FL | Saint Petersburg, FL

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Search this name across graphsid dfx:ria:5b95ec94-5a5e-4726-0c1c-d3cce10fd215

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 12, 2001 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Jun 12, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 13, 2001
First registration: Jun 12, 2001
Dual registered: yes, broker-dealer
Other names: SUSAN ALEXANDRA CRAWFORD
IAPD individual key: 4382906

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MANNING & NAPIER ADVISORS, LLC	Mixed wealth	Apr 8, 2022	n/a	yes	FAIRPORT, NY\|St. Petersburg, FL\|Saint Petersburg, FL	Current employment
MERCER GLOBAL ADVISORS INC.	Independent wealth	Aug 21, 2018	Aug 18, 2021	no	Clearwater, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Feb 5, 2015	Jul 20, 2018	no	ST. PETERSBURG, FL	Previous registration
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Mar 7, 2007	Feb 24, 2014	no	NASHVILLE, TN\|ST. PETERSBURG, FL\|NASHVILLE, TN	Previous registration
RBC CAPITAL MARKETS, LLC	National bd RIA	Feb 21, 2006	Mar 9, 2007	no	ST. PETERSBURG, FL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Aug 28, 2003	Feb 24, 2006	no	ST PETERSBURG, FL\|SAINT PETERSBURG, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Jul 25, 2003	no	ST. PETERSBURG, FL	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jun 12, 2001	Jul 1, 2003	no	ST. PETERSBURG, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERCER GLOBAL ADVISORS INC.	MANNING & NAPIER ADVISORS, LLC	Aug 18, 2021	Apr 8, 2022	233	Firm change	RIA to RIA
RAYMOND JAMES & ASSOCIATES, INC.	MERCER GLOBAL ADVISORS INC.	Jul 20, 2018	Aug 21, 2018	32	Firm change	Ibd to RIA
RBC CAPITAL MARKETS, LLC	RAYMOND JAMES & ASSOCIATES, INC.	Mar 9, 2007	Mar 7, 2007	-2	Firm change	Ibd to ibd
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RBC CAPITAL MARKETS, LLC	Feb 24, 2006	Feb 21, 2006	-3	Firm change	Wirehouse to ibd
WELLS FARGO ADVISORS	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 25, 2003	Aug 28, 2003	34	Firm change	Wirehouse to wirehouse
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
705:147363:FL:2018-07-20	Jul 20, 2018	Aug 21, 2018	ST PETERSBURG, FL	Firm change

Relationships

Registered with (7)

→ MANNING & NAPIER ADVISORS, LLCRegistered adviserregistration: current employment
Apr 8, 2022 to presentfactForm ADV
→ MERCER GLOBAL ADVISORS INC.Registered adviserregistration: previous registration
Aug 21, 2018 to Aug 18, 2021factForm ADV
→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: previous registration
Feb 5, 2015 to Jul 20, 2018factForm ADV
→ RBC CAPITAL MARKETS, LLCRegistered adviserregistration: previous registration
Feb 21, 2006 to Mar 9, 2007factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Aug 28, 2003 to Feb 24, 2006factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Jul 25, 2003factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jun 12, 2001 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.