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Aaron Thomas Mcgreevy

17 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

Aaron is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member of Simon Kenton Counsil-Souting BSA, a non-investment related activity requiring minimal time.

Employment History
Current Registrations
Manning & Napier Investor Services, INC.
June 2008 - Present · 17 yrs 8 mos
Manning & Napier Advisors, LLC
June 2008 - Present · 17 yrs 8 mos
Manning & Napier Investor Services, INC.Broker
June 2008 - Present · 17 yrs 8 mos
State Registrations2 states
NYOH
AdvisorBrokerBoth
Exams
No exam information available for this advisor.