William
Holden
Manning & Napier Advisors, LLC
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About this Advisor
William Holden is a financial advisor based in Fairport, New York, working with Manning & Napier Advisors, LLC. William has previously held positions at Manning & Napier Investor Services, Inc and Manning & Napier Advisors, LLC. William has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Florida, New York, Ohio, and Texas. Currently, William is part of Manning & Napier Advisors, LLC, which operates out of Fairport, New York. The firm has 3 offices and 223 employees. The firm manages assets totaling $18.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Manning & Napier Advisors, LLC includes asset-based and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Manning & Napier Advisors, LLC Brokerage Details
$18,487,109,261
223
4,447
$4,157,209
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
William Holden Work History
Manning & Napier Advisors, LLC
Manning & Napier Investor Services, Inc
Manning & Napier Advisors, LLC
Manning & Napier Advisors, LLC
Disclosures
Please visit the SEC profile of William Holden 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
Naples, FL
Fairport, NY
Fairport, NY
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