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AG
AG

Amelia Judith Gage

Manning & Napier Advisors, LLC
7 Years of Experience
Broker
View SEC Summary
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.

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Employment History
Current Registrations
Manning & Napier Investor Services, INC.Broker
May 2023 - Present · 2 yrs 9 mos
Manning & Napier Advisors, LLC
May 2023 - Present · 2 yrs 9 mos
Manning & Napier Investor Services, INC.
May 2023 - Present · 2 yrs 9 mos
Previous Registrations
LPL Financial LLC
July 2021 - April 2023 · 1 yr 9 mos
LPL Financial LLCBroker
July 2021 - April 2023 · 1 yr 9 mos
Waddell & Reed
September 2019 - July 2021 · 1 yr 10 mos
Waddell & ReedBroker
June 2019 - July 2021 · 2 yrs 1 mo
Santander Securities LLCBroker
October 2017 - February 2019 · 1 yr 4 mos
State Registrations2 states
NHNY
AdvisorBroker
Exams
No exam information available for this advisor.