Craig Stephen Abbott

Manning & Napier Advisors, LLC

27 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

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

Employment History

Current Registrations

Manning & Napier Advisors, LLC

May 1999 - Present · 26 yrs 9 mos

Manning & Napier Investor Services, INC.

June 1998 - Present · 27 yrs 8 mos

Manning & Napier Investor Services, INC.Broker

June 1998 - Present · 27 yrs 8 mos

State Registrations3 states

NYOHPA

AdvisorBrokerBoth

Exams

No exam information available for this advisor.