Coty
Brawdy

Manning & Napier Advisors, LLC

CRD#6106713
Investment Advisor
in Fairport, NY

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About this Advisor

Coty Brawdy is a financial advisor who works out of Fairport, New York. Brawdy is on the advisory team at Manning & Napier Advisors, LLC. Their career trajectory has included roles at The Giumpa Agency, Merrill Lynch, Pierce, Fenner & Smith Inc, Brawdy Marine Construction, Grove Street Management, State University Of New York At Fredonia, Bank Of America, N.A, United Capital Financial Advisers, LLC, Manning & Napier Advisors, LLC and Manning & Napier Investor Services, Inc. Brawdy has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in New York. Manning & Napier Advisors, LLC is a financial advisory company that has its headquarters in Fairport, NY. The firm has offices in three locations and a total of 251 people on staff. It oversees $17 billion in total assets among its 4,771 accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm provides financial advisory services to 142 charitable organizations. Of its 4,771 customer accounts, 43% are held by high-net-worth clients who have greater than $1 million in assets. Manning & Napier Advisors, LLC provides 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. Fees charged by financial advisors typically depend on which service is provided. However, fees charged by Manning & Napier Advisors, LLC most likely include any combination of asset-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

less than 1 year

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

Fairport, NY

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Manning & Napier Advisors, LLC Brokerage Details

Total Assets Under Management

$17,037,862,835

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

251

NY Average: 88
Total Number of Accounts

4,771

NY Average: 3,892
Average Account Size

$3,571,130

NY 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

Coty Brawdy Work History

Coty has been registered as a financial advisor for 0 years.*

2023 - Present (1 year)

Manning & Napier Advisors, LLC

2023 - Present (1 year)

Manning & Napier Investor Services, Inc

2020 - 2023 (3 years)

United Capital Financial Advisers, LLC

2017 - 2020 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2017 - 2020 (3 years)

Bank Of America, N.A

2016 - 2017 (1 year)

The Giumpa Agency

2015 - 2016 (1 year)

Brawdy Marine Construction

2013 - 2015 (2 years)

The Giumpa Agency

2013 - 2013 (< 1 year)

Grove Street Management

2011 - 2013 (2 years)

State University Of New York At Fredonia

*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 Coty Brawdy 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

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