Aaron Anthony Pisani

Manning & Napier Advisors, LLC

24 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

Aaron is an employee of Manning & Napier Advisors, LLC, an affiliated registered investment advisor. He also provides consulting services through Zedhead, LLC, starting in 2022, which is not investment-related and requires minimal time.

Employment History

Current Registrations

Manning & Napier Advisors, LLC

April 2014 - Present · 11 yrs 10 mos

Manning & Napier Investor Services, INC.

March 2014 - Present · 11 yrs 11 mos

Manning & Napier Investor Services, INC.Broker

March 2014 - Present · 11 yrs 11 mos

Previous Registrations

Guardian Investor Services LLCBroker

June 2012 - November 2013 · 1 yr 5 mos

Morningstar Investment Services, INC.Broker

March 2011 - June 2012 · 1 yr 3 mos

Oppenheimerfunds Distributor, INC.Broker

May 2004 - March 2011 · 6 yrs 10 mos

Bear, Stearns & CO. INC.Broker

September 2002 - May 2004 · 1 yr 8 mos

Mercer Allied Company, L.P.Broker

April 2001 - September 2002 · 1 yr 5 mos

State Registrations8 states

AZCACOFLNMNYPRUT

AdvisorBrokerBoth

Exams

No exam information available for this advisor.