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

Jul 1, 2015earliest registration or exam on IAPD

Years in industry

11derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

4

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Oct 31, 2020

First registration

Oct 31, 2020

Dual registered

yes, broker-dealer

IAPD individual key

7284886

• Occurred

  Mar 17, 2025
  Advisor changed firm

  Jack Knapton left Waldron Private Wealth for Manning & Napier Advisors, Llc (registered 2025-04-15)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ae5efb15-b83f-cdf2-79f7-a2464f58157b

First observed

Oct 31, 2020

Last observed

Sep 15, 2026 4 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.