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Advisor at MANNING & NAPIER ADVISORS, LLC
FAIRPORT, NY | PITTSFORD, NY
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORS, LLC | Mixed wealth | Jul 29, 2021 | n/a | yes | FAIRPORT, NY|PITTSFORD, NY | Current employment |
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Former SEC adviser | Aug 27, 2010 | Dec 31, 2013 | no | FAIRPORT, NY | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Jan 4, 2010 | Jun 3, 2010 | no | SAN FRANCISCO, CA | Previous registration |
| EVERGREEN INVESTMENT MANAGEMENT CO | n/a | Sep 18, 2009 | Jan 4, 2010 | no | BOSTON, MA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | MANNING & NAPIER ADVISORS, LLC | Dec 31, 2013 | Jul 29, 2021 | 2,767 | Firm change after gap | Other |
| ALLSPRING FUNDS MANAGEMENT, LLC | MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC | Jun 3, 2010 | Aug 27, 2010 | 85 | Firm change | Other |
| EVERGREEN INVESTMENT MANAGEMENT CO | ALLSPRING FUNDS MANAGEMENT, LLC | Jan 4, 2010 | Jan 4, 2010 | 0 | Firm change | Other |