DV
CFP
DV
CFP

Dana Farr Vosburgh

11 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

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 8 mos
Manning & Napier Investor Services, INC.Broker
June 2014 - Present · 11 yrs 8 mos
Manning & Napier Advisors, LLC
April 2014 - Present · 11 yrs 10 mos
State Registrations5 states
CTMEMTNYVA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Dana Farr Vosburgh - Financial Advisor | TrueAdvisor