Ryan Timothy Willis
Investment adviser representative at Manning & Napier Advisors, LLC
10 yearsExperience
2 statesRegistered 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, LLCMay 2023 to now
- Manning & Napier Investor Services, Inc.May 2023 to now
- Boyd Watterson Asset Management, LLCMar 2019 to Apr 2023
- Steelbridge LabsJul 2018 to Mar 2019
- Steelbridge LabsNov 2016 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 63 · Uniform Securities Agent State Law2024
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
- 7100711
- Firm CRD
- 105992