Aaron Thomas Mcgreevy
Investment adviser representative at Manning & Napier Advisors, LLC
22 yearsExperience
2 statesRegistered in
$17BFirm assets
51 yearsFirm in business
Are you Aaron Thomas Mcgreevy? Claim your profile
Contact this firm
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
22 years in the industry.
- Manning & Napier Advisors, LLCJan 2015 to now
- Manning & Napier Investor Services, Inc.May 2004 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2009
State registrations
Registered as an investment adviser representative in 2 states (NY, OH).
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
- 5541148
- Firm CRD
- 105992