Caleb Humbert
Investment adviser representative at Manning & Napier Advisors, LLC
10 yearsExperience
1 stateRegistered in
$17BFirm assets
51 yearsFirm in business
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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
10 years in the industry.
- Manning & Napier Advisors, LLCFeb 2021 to now
- Manning & Napier Investor Services, Inc.Feb 2021 to now
- Cadaret, Grant & Co., Inc.Jun 2019 to Feb 2021
- The Ayco Company, L.P.Jun 2018 to Jun 2019
- Brown and Brown, Empire StateSep 2017 to Dec 2017
- Rochester Landscape Designs IncJun 2017 to Aug 2017
- Oak Hill Country ClubMay 2017 to Jun 2017
- Le Moyne CollegeAug 2016 to May 2018
- Northwestern MutualJun 2016 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2018
- Series 63 · Uniform Securities Agent State Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 6654633
- Firm CRD
- 105992