David Immonen is a CFA-designated registered investment advisor, based in Fairport, NY, with 28 years of industry experience.
290 Woodcliff Drive, Fairport, NY, 14450
Get directionsNo 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.
Learn about disclosures →David is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He also serves as an advisory board member for Province of St. Augustine Capuchin Franciscan Friars, owns rental property, and is a board member of McCandless Industrial Development Authority.
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.