Robin
Yacovetta

Manning & Napier Advisors, LLC

CRD#3027947
Investment Advisor
in Mableton, GA

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About this Advisor

Robin Yacovetta is a certified financial planner operating in Mableton, Georgia with a total of 2 years of industry experience. Yacovetta is on the advisory team at Manning & Napier Advisors, LLC. Throughout their career, they have worked at Manning & Napier Investor Services, Inc, Manning & Napier Advisors, LLC, Creative Planning, Inc, Trust Company Of The South and Truewealth, LLC. Yacovetta maintains a Series 63 license, which qualifies them as a securities agent, and can work in Florida and New York. Manning & Napier Advisors, LLC is an advisory firm that has its headquarters in Fairport, NY. It has offices in three locations and a total of 251 employees. It manages $17 billion in assets between its 4,771 client accounts, making it one of the largest investment advisory firms in the nation by assets under management. The firm provides financial advice to 142 charities and foundations. Of its 4,771 client accounts, 43% belong to high-net-worth individuals who have greater than $1 million in investable assets. Manning & Napier Advisors, LLC performs a broad array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, publication of newsletters and educational seminars. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fees billed by Manning & Napier Advisors, LLC likely include asset-based and other fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Others

Office Location

Mableton, GA

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Manning & Napier Advisors, LLC Brokerage Details

Total Assets Under Management

$17,037,862,835

GA Average: $7,464,549,021
Total Number of Employees

251

GA Average: 88
Total Number of Accounts

4,771

GA Average: 3,892
Average Account Size

$3,571,130

GA Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Robin Yacovetta Work History

Robin has been registered as a financial advisor for 2 years.*

2021 - Present (3 years)

Manning & Napier Investor Services, Inc

2021 - Present (3 years)

Manning & Napier Advisors, LLC

2020 - 2021 (1 year)

Creative Planning, Inc

2019 - 2020 (1 year)

Truewealth, LLC

2008 - 2018 (10 years)

Trust Company Of The South

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Robin Yacovetta to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Manning & Napier Advisors, LLC

Ethan Mckenney
Fairport, NY
Andrew Delmedico
Fairport, NY
Dana Vosburgh
Fairport, NY
Thane Blosser
Fairport, NY
Corey Jackson
Fairport, NY
Jeffrey Ingraham
Fairport, NY
Brian Hughes
Fairport, NY
Aaron Pisani
Fairport, NY

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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