Thomas Stedman
Investment adviser representative at Manning & Napier Advisors, LLC
11 yearsExperience
3 statesRegistered in
CFP® certificationDesignation
$17BFirm assets
Are you Thomas Stedman? 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
11 years in the industry.
- Manning & Napier Investor Services, Inc.Oct 2021 to now
- Manning & Napier Advisors, LLCNov 2019 to now
- Seneca Financial Advisors LLCAug 2018 to Nov 2019
- Nixon Peabody LLPJan 2015 to May 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 3 states (FL, NY, 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
- 7456710
- Firm CRD
- 105992