Aaron
Mcgreevy
Manning & Napier Advisors, LLC
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About this Advisor
Aaron Mcgreevy is a financial advisor operating in Fairport, New York with 15 years of industry experience. Mcgreevy works at Manning & Napier Advisors, LLC. Throughout their career, Mcgreevy has worked at Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. Mcgreevy has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to operate in New York, Ohio and Texas. Manning & Napier Advisors, LLC is an advisory firm that has its headquarters in Fairport, NY. The company has offices in three locations and a total of 251 employees. It controls $17 billion in assets across its 4,771 customer accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advice to 142 charitable organizations. Of its 4,771 client accounts, 43% are associated with high-net-worth individuals who have more than $1 million in assets. Manning & Napier Advisors, LLC performs a number of services, such as 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. Financial management fees largely depend on the services offered. Fee types billed by Manning & Napier Advisors, LLC most likely consist of asset-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Manning & Napier Advisors, LLC Brokerage Details
$17,037,862,835
251
4,771
$3,571,130
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
Aaron Mcgreevy Work History
Aaron has been registered as a financial advisor for 15 years.*
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC
*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 Aaron Mcgreevy 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
Fairport, NY
Fairport, NY
Fairport, NY
Fairport, NY
Fairport, NY
Fairport, NY
Fairport, NY
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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