Dana Vosburgh is a CFP-designated registered investment advisor, based in Fairport, NY, with 11 years of industry experience.
Location
290 Woodcliff Drive, Fairport, NY, 14450
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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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Dana is an employee and investment advisor representative of Manning & Napier Advisors, LLC. She is also an adjunct professor at Nazareth College since January 2023, a non-investment related activity.
Employment History
Current Registrations
Manning & Napier Investor Services, INC.
June 2014 - Present · 11 yrs 10 mos
Manning & Napier Investor Services, INC.Broker
June 2014 - Present · 11 yrs 10 mos
Manning & Napier Advisors, LLC
April 2014 - Present · 12 yrs
State Registrations4 states
CTMTNYVA
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.