MANNING & NAPIER INVESTOR SERVICES, INC. X-17A-5 (2024-02-29) — Broker-dealer annual report

Full text of MANNING & NAPIER INVESTOR SERVICES, INC.'s X-17A-5 filed 2024-02-29 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.

• Company: MANNING & NAPIER INVESTOR SERVICES, INC.
• Form: X-17A-5
• Filed: 2024-02-29
• Period: 2023-12-31
• Accession: 0000862060-24-000001
• CIK: 862060
• File #: 8-42468
• Type: Broker-dealer
• Material weakness: No
• Auditor: PricewaterhouseCoopers LLP
• Auditor location: Fairport, NY
• Contact: Carl Anthony Serra
• Phone: 3394401333
• Signed by: Scott Morabito (President)

Document text (excerpt)

{0}------------------------------------------------ ## Manning & Napier Investor Services, Inc. (SEC I.D. No. 8-42468) Financial Statements as of and for the Year Ended December 31, 2023 Supplemental Schedule as of December 31, 2023 Report of Independent Registered Public Accounting Firm

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Other filings by this registrant

• X-17A-5 — 2026-02-27
• X-17A-5 — 2025-02-28
• X-17A-5 — 2023-02-28
• X-17A-5 — 2022-02-24
• X-17A-5 — 2021-03-03
• X-17A-5 — 2020-03-02
• X-17A-5 — 2019-03-01
• X-17A-5 — 2018-03-01
• X-17A-5 — 2017-03-15
• X-17A-5 — 2016-02-29
• X-17A-5 — 2015-03-02
• X-17A-5 — 2014-02-28

Original filing on SEC EDGAR (source of record)