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

May 1, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S63|S65

First exam

May 3, 2019

First registration

May 16, 2019

Dual registered

yes, broker-dealer

IAPD individual key

7117124

• Occurred

  Jul 15, 2024
  Advisor changed firm

  Alexander Dalton Sterba left Marcum Wealth, Llc for Manning & Napier Advisors, Llc (registered 2024-08-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9c2cceed-34b3-f7ba-5ddf-4b20d3142fc0

First observed

May 16, 2019

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.