# MANNING & NAPIER ADVISORS, LLC

MANNING & NAPIER ADVISORS, LLC of FAIRPORT, NY is an SEC-registered investment adviser.

## Registration

- CRD: 105992
- Type: SEC-registered investment adviser
- SEC file number: 801-10733
- Location: 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450
- Phone: 585-325-6880
- Latest filing: 2026-06-23
- Regulatory AUM: $17.0B
- Discretionary AUM: $16.6B
- Non-discretionary AUM: $396.5M
- Clients: 195
- Accounts: 6,965

## Business model

- Compensation: % of AUM, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations, Investment cos

## Officers, owners & control persons (53)

_Showing 25 of 53 people._

| Name | Role | Location |
| --- | --- | --- |
| Thomas Mary | CORPORATE SECRETARY | Faversham, X0 |
| James Stuart Morrow | OWNER | — |
| Kim Suanne Pegula | OWNER | — |
| Terrence Michael Pegula | OWNER | — |
| Nicole Kingsley Brunner | CHIEF GROWTH OFFICER, WEALTH MANAGEMENT; CHIEF MARKETING AND STRATEGY OFFICER | — |
| Jessica Michele Kushner | CHIEF COMPLIANCE OFFICER | — |
| Paul John Battaglia | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / PRESIDENT | — |
| Marc Orlans Mayer | CEO | — |
| Christopher Pickett Briley | CHIEF TECHNOLOGY OFFICER | — |
| Aaron Thomas Mcgreevy | CHIEF DISTRIBUTION OFFICER; PRESIDENT, ASSET MANAGEMENT | — |
| Scott James Morabito | CHIEF OPERATING OFFICER; MANAGING DIRECTOR, OPERATIONS | — |
| Stacey Jones Green | HEAD OF HUMAN RESOURCES | — |
| Christopher Fred Petrosino | MANAGING DIRECTOR, QUANTITATIVE STRATEGIES GROUP | — |
| Jay Michael Welles | HEAD OF CORE EQUITIES & MANAGING DIRECTOR, TECHNOLOGY GROUP | — |
| Marc Edward Bushallow | MANAGING DIRECTOR, FIXED INCOME; EXECUTIVE GROUP MEMBER | — |
| Sarah Christine Turner | GENERAL COUNSEL / CORPORATE SECRETARY | — |
| CUNNINGHAM BRIAN PATRICK | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER, DIRECTOR; EXECUTIVE GROUP MEMBER (+2 more) | — |
| MAYER MARC ORLANS | CEO | — |
| MANNING WILLIAM | CHAIRMAN; CHAIRMAN / OWNER; CHAIRMAN/OWNER (+5 more) | — |
| AUSPITZ B REUBEN | EXECUTIVE VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER; EXECUTIVE VICE PRESIDENT/ CHIEF COMPLIANCE OFFICER/VICE CHAIRMAN; EXECUTIVE VICE PRESIDENT / DIRECTOR (+4 more) | — |
| HERRMANN JEFFREY ALAN | CO-DIRECTOR OF RESEARCH; CO-DIRECTOR OF RESEARCH/CO-HEAD OF GLOBAL EQUITIES; DIRECTOR (+2 more) | — |
| GALUSHA BETH HENDERSHOT | CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER / TREASURER; TREASURER (+1 more) | — |
| COONS JEFFREY SCOTT | EXECUTIVE GROUP MEMBER; EXECUTIVE GROUP MEMBER / CO-DIRECTOR OF RESEARCH; PRESIDENT (+2 more) | — |
| STAMEY CHARLES HOWARD | EXECUTIVE GROUP MEMBER; EXECUTIVE GROUP MEMBER / MANAGING DIRECTOR, CLIENT RELATIONS; EXECUTIVE GROUP MEMBER / VICE PRESIDENT / CLIENT CONSULTANT (+2 more) | — |
| BARRINGTON RICHARD GERARD | EXECUTIVE GROUP MEMBER; EXECUTIVE GROUP MEMBER / MANAGING DIRECTOR | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105992/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105992/similar
- Related entities: https://search.stillhousedata.com/firm/105992/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105992

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.