EM
CFP
EM
CFP

Ethan Benjamin Mckenney

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

Ethan is an employee and investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member of Literacy Rochester, a non-investment related activity requiring minimal time.

Employment History
Current Registrations
Manning & Napier Investor Services, INC.
August 2014 - Present · 11 yrs 6 mos
Manning & Napier Investor Services, INC.Broker
August 2014 - Present · 11 yrs 6 mos
Manning & Napier Advisors, LLC
July 2014 - Present · 11 yrs 7 mos
State Registrations19 states
AZCOCTDCFLILMAMDNJNYOHORPARITNTXVAVTWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.