David Lee Immonen
Investment adviser representative at Manning & Napier Advisors, LLC
21 yearsExperience
5 statesRegistered in
CFADesignation
$17BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
21 years in the industry.
- Manning & Napier Advisors, LLCOct 2005 to now
- Manning & Napier Investor Services, Inc.Oct 2005 to now
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law1995
State registrations
Registered as an investment adviser representative in 5 states (FL, NY, OH, PA, TX).
Manning & Napier Advisors, LLC
$17BAssets managed
3,474Clients
41Advisers
51 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2651877
- Firm CRD
- 105992