Donna Jean D'hont

Manning & Napier Advisors, LLC

40 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate Planning

Manning & Napier Advisors, LLC

Compensation

Fee-Only (AUM)

Firm Size

47 advisors

Number of Clients

3,469 clients

Average Client Portfolio

$5.3M average

Assets Under Management

$18.4B

Fee Structure

Minimum Investment:$100K

Minimum Annual Fee:$1,500

Location

290 Woodcliff Drive, Fairport, NY, 14450

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Donna is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. This is an affiliated registered investment advisor.

Employment History

Current Registrations

Manning & Napier Advisors, LLC

March 1995 - Present · 30 yrs 11 mos

Manning & Napier Investor Services, INC.

May 1991 - Present · 34 yrs 9 mos

Manning & Napier Investor Services, INC.Broker

May 1991 - Present · 34 yrs 9 mos

Previous Registrations

Dean Witter Reynolds INC.Broker

January 1988 - April 1991 · 3 yrs 3 mos

E. F. Hutton & Company INCBroker

August 1985 - February 1988 · 2 yrs 6 mos

State Registrations4 states

FLNYOHPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.