Mark Ricci
Investment adviser representative at Manning & Napier Advisors, LLC
20 yearsExperience
5 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
20 years in the industry.
- Manning & Napier Advisors, LLCJan 2023 to now
- Manning & Napier Investor Services, Inc.Jan 2023 to now
- Bank of AmericaDec 2022 to Jan 2023
- Not EmployedJul 2022 to Dec 2022
- The PNC Financial Services Group, Inc.Oct 2020 to Jul 2022
- Not EmployedJan 2020 to Oct 2020
- The Allegheny Conference On Community DevelopmentJun 2019 to Dec 2019
- Not EmployedJan 2019 to Jun 2019
- BNY MellonOct 2006 to Dec 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 5 states (FL, NY, OH, PA, 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
- 7696357
- Firm CRD
- 105992