DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Advisor moves

Arrivals at Manning & Napier Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Brittany A BuffingtonChicago Partners Investment Group LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAAug 21, 2026Jun 25, 2026
Joseph M. KrossJ.P. Morgan Securities LLC wirehouseManning & Napier Advisors, LLC mixed wealthWirehouse to independent RIAJul 4, 2025Aug 17, 2025 (44 d)
David SuttonCapital Analysts BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJun 20, 2025Jul 2, 2025
Ioannis Kyriakos ProfylienosEquitable Advisors, LLC national BDManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAJun 11, 2025Jul 28, 2025 (47 d)
Wyatt HulseyNorthcoast Research Partners, LLC state registeredManning & Napier Advisors, LLC mixed wealthOtherJun 4, 2025Sep 2, 2025 (90 d)
Jack KnaptonWaldron Private Wealth independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAMar 17, 2025Apr 15, 2025
Zachary Thomas PipolyRaymond James & Associates, Inc. national BDManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIASep 5, 2024Sep 10, 2024
Alexander Dalton SterbaMarcum Wealth, LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAJul 15, 2024Aug 6, 2024
Timothy Alan O'LearySei Investments Management Corp otherManning & Napier Advisors, LLC mixed wealthOtherNov 28, 2023Dec 5, 2023
Ryan Timothy WillisBoyd Watterson Asset Management, LLC asset managerManning & Napier Advisors, LLC mixed wealthOtherMay 2, 2023Jun 27, 2023 (56 d)
Amelia Judith GageLPL Financial LLC BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAApr 20, 2023May 30, 2023 (40 d)
Steven C FutoranVoya Investment Management Co. LLC otherManning & Napier Advisors, LLC mixed wealthOtherMar 14, 2023Sep 18, 2023 (188 d)
Coty BrawdyUnited Capital Financial Advisors BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 24, 2023Feb 6, 2023
Thane Jordan BlosserU.S. Bancorp Investments, Inc. BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 10, 2023Mar 21, 2023 (39 d)
Andrew Lansing SchulerNorthlanding Financial Partners, LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAOct 15, 2022Nov 28, 2022 (44 d)
John Andrew PilkingtonVanguard Advisers, Inc. BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIASep 27, 2022Oct 7, 2022
Dylan Stone GreerCreative Planning independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAJan 3, 2022Mar 16, 2022 (72 d)
John Bryson PalmerSecurities America Advisors, Inc. BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIASep 30, 2021May 8, 2023 (585 d)
Noah Landes OrdwayMorgan Stanley Investment Management Inc. asset managerManning & Napier Advisors, LLC mixed wealthOtherSep 7, 2021Mar 14, 2022 (188 d)
Robin Cochrane YacovettaCreative Planning independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAAug 30, 2021Sep 21, 2021
Susan Alexandra PilonMercer Global Advisors Inc. independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAAug 18, 2021Apr 8, 2022 (233 d)
Chelsea Ann SeibelRBC Capital Markets, LLC national BDManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAAug 10, 2021Sep 21, 2021 (42 d)
Caleb HumbertCadaret Grant & Co Inc BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIAFeb 5, 2021Apr 13, 2021 (67 d)
Douglas Charles TysonTd Ameritrade, Inc. no RAUMManning & Napier Advisors, LLC mixed wealthOtherJan 11, 2021Dec 7, 2022 (695 d)
Deborah A CollinsTrueplan Benefit And Retirement Advisors institutionalManning & Napier Advisors, LLC mixed wealthOtherJun 29, 2020Apr 6, 2021 (281 d)
Thomas M MurphyT. Rowe Price Advisory Services, Inc. independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAMar 13, 2020Oct 8, 2021 (574 d)
Justin A. ParisiTd Ameritrade Investment Management, LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIAJan 31, 2020Jan 29, 2020
Ryan M StiphanyInvst, LLC independent RIAManning & Napier Advisors, LLC mixed wealthRIA to RIADec 31, 2019Apr 7, 2020 (98 d)
Teyonna S. HarrisCitizens Securities, Inc. BD affiliatedManning & Napier Advisors, LLC mixed wealthAffiliated broker-dealer or bank to independent RIASep 9, 2019Mar 27, 2020 (200 d)
Aaron Thomas CatesCalamos Advisors LLC otherManning & Napier Advisors, LLC otherOtherFeb 18, 2015Mar 6, 2015
Robert E EmrichSensus Wealth Management Group LLC state registeredManning & Napier Advisors, LLC otherOtherOct 21, 2014Nov 14, 2014
Julie Ann SchneiderManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013May 29, 2013
Michael James PurcellManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013May 21, 2010
Scott Ronald PilchardManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013Feb 11, 2010
James William HakewillManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013Aug 27, 2010
Frank Edward LesczinskiManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC mixed wealthOtherDec 31, 2013Jul 29, 2021 (2767 d)
Gregory TedoneManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013Mar 19, 2012
Christopher Joseph LabountyManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013Apr 11, 2011
Christopher Michael SandsManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherDec 31, 2013Jul 12, 2013
Winston Fay NelsonAlliancebernstein L.P. otherManning & Napier Advisors, LLC otherOtherNov 8, 2013Nov 22, 2013
Patrick Daniel BaneAlliancebernstein L.P. otherManning & Napier Advisors, LLC otherOtherFeb 27, 2013Jun 12, 2013 (105 d)
Joshua William PryorManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherFeb 22, 2013Jul 27, 2011
Justin Todd GoldmanManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherOct 23, 2012Apr 24, 2002
Scott Brandon DooleyManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherJul 19, 2012Feb 11, 2010
Douglas R HilfikerJ.P. Morgan Securities LLC wirehouseManning & Napier Advisors, LLC mixed wealthWirehouse to independent RIAMay 15, 2012Jul 31, 2021 (3364 d)
Kelly A ReeyInvesco Advisers, Inc. otherManning & Napier Advisors, LLC otherOtherSep 12, 2011Sep 16, 2011
Susan Lippman HalpernManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherMar 30, 2011Feb 11, 2010
Samantha Marie LarewWall Street Financial Group, Inc otherManning & Napier Advisors, LLC mixed wealthOtherJul 16, 2009Jul 29, 2021 (4396 d)
John Andrew CorrellCambridge Investment Research Advisors, Inc. otherManning & Napier Advisors, LLC otherOtherJul 31, 2008Jun 3, 2013 (1768 d)
Allan Frederick WestcottAviance Capital Management, LLC otherManning & Napier Advisors, LLC otherOtherJun 30, 2008Mar 31, 2010 (639 d)
Michael Thomas ValentiManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherSep 28, 2006Aug 23, 2006
Gregory HodgesNew York Life Investment Management LLC otherManning & Napier Advisors, LLC otherOtherJan 17, 2006Mar 30, 2015 (3359 d)
Sammy Amr AzzouzB&D Advisors unclassifiedManning & Napier Advisors, LLC otherOtherNov 14, 2005Nov 16, 2005
William Holten FieldsFisher Investments otherManning & Napier Advisors, LLC otherOtherOct 14, 2005Sep 22, 2005
Mark David WilcoxOsaic Fa, Inc. otherManning & Napier Advisors, LLC otherOtherJan 15, 2004Apr 8, 2004 (84 d)
Christopher Kyle RyanMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseManning & Napier Advisors, LLC otherOtherJul 2, 2003Sep 25, 2006 (1181 d)
James Russell MagbeeManning & Napier Advisory Advantage Company, LLC otherManning & Napier Advisors, LLC otherOtherJul 1, 2002Aug 27, 2001
Page 1 of 1
57 moves match.