DI
CFA
DI
CFA

David Lee Immonen

28 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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
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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.

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Other Business Activities

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.

Employment History
Current Registrations
Manning & Napier Investor Services, INC.
October 2005 - Present · 20 yrs 4 mos
Manning & Napier Advisors, LLC
October 2005 - Present · 20 yrs 4 mos
Manning & Napier Investor Services, INC.Broker
October 2005 - Present · 20 yrs 4 mos
Previous Registrations
Manning & Napier Advisory Advantage Company, LLC
September 2009 - December 2013 · 4 yrs 3 mos
Mbsc, LLCBroker
March 2004 - September 2005 · 1 yr 6 mos
Dreyfus Service CorporationBroker
September 2001 - March 2004 · 2 yrs 6 mos
Federated Securities CORP.Broker
September 1995 - March 2000 · 4 yrs 6 mos
State Registrations26 states
AZCACOCTDCFLGAILLAMAMDMIMTNCNJNYOHORPARISCTNTXVAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
David Lee Immonen - Financial Advisor | TrueAdvisor