Gerald Robert Gugger
Investment adviser representative at Manning & Napier Advisors, LLC
11 yearsExperience
4 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
11 years in the industry.
- Manning & Napier Advisors, LLCAug 2025 to now
- Manning & Naper Advisors, IncJul 2025 to now
- Manning & Napier Investor Services, IncJul 2025 to now
- Segal Marco AdvisorsMay 2025 to Jul 2025
- Manning & Napier Investor Services, IncMar 2017 to Apr 2025
- Manning & Napier Advisors, IncFeb 2017 to Apr 2025
- Securities America Inc.Jun 2016 to Feb 2017
- Armstrong Advisory GroupApr 2015 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
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
- 5547640
- Firm CRD
- 105992