CR
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Christopher Ryan

24 Years of Experience
2 DisclosuresBroker

Christopher Ryan is a registered investment advisor at Manning & Napier Advisors, LLC, based in Fairport, NY, with 24 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,469 clients with $18B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
51 advisors
Number of Clients
3,469 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$18.4B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500

Manning & Napier Advisors offers several investment strategies with varying fees. Here's a summary of some of the options:

  • Objectives-Based Strategies and Core US Equity: 1.35% on the first $1,000,000, decreasing to 1.00%, 0.85%, and 0.70% for higher amounts. Minimum account size is $100,000 (Conservative Growth requires $200,000), with a $1,500 minimum annual fee.
  • Strategic Income Objective: 1.05% under $2,000,000, decreasing to 0.95% and 0.90% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
  • Managed ETF Portfolio (MEP): 0.90% under $500,000, decreasing to 0.75% and 0.65% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.
  • Disciplined Value Objective: 0.75% on the first $2,000,000, decreasing to 0.65%, 0.55%, and 0.50% for higher amounts. Minimum account size is $100,000, with a $1,500 minimum annual fee.

Fixed income strategies have different fee structures and minimums.

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Location

290 Woodcliff Drive, Fairport, NY, 14450

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History

Regulatory History (2)
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Customer Dispute
September 2002
Closed-No Action
Customer Dispute
June 2000
Settled
Other Business Activities

Christopher is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He also serves as a regional president for Evan Scholars and a board member for Charitable Gift Planners of Central Ohio, dedicating minimal time to these voluntary, non-investment related activities.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
September 2006 - Present · 19 yrs 7 mos
Manning & Napier Investor Services, INC.
September 2006 - Present · 19 yrs 7 mos
Manning & Napier Investor Services, INC.Broker
September 2006 - Present · 19 yrs 7 mos
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
November 1998 - July 2003 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - July 2003 · 5 yrs 1 mo
State Registrations27 states
AKAZCACOCTDCFLGAIAILINKYMAMDMIMNMONCNYOHORRISCTXWAWIWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.