Susan Alexandra Pilon
Investment adviser representative at Manning & Napier Advisors, LLC
11 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$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
11 years in the industry.
- Manning & Napier Investor Services, LLCMar 2022 to now
- Manning & Napier Advisors, LLCFeb 2022 to now
- UnemployedAug 2021 to Feb 2022
- Mercer Global Advisors Inc.Jul 2018 to Aug 2021
- Raymond James & Associates IncFeb 2015 to Jul 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2001
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 4 states (FL, NY, OH, 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
- 4382906
- Firm CRD
- 105992