linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Caleb Humbert

Manning & Napier Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Caleb? Claim Your Profile

About Caleb Humbert

Caleb Humbert is an investment advisor representative at Manning & Napier Advisors, LLC in Fairport, NY. Caleb has been working in the financial services industry since December 26, 2018. Caleb holds licenses Series 63, Series 65, Series 7TO, and SIE. Caleb has been registered with the Securities and Exchange Commission since April 13, 2021. Caleb has previously worked at Cadaret, Grant & Co., Inc. and Mercer Allied Company, L.P.

Firm Information

Caleb Humbert is currently registered with Manning & Napier Advisors, LLC. Manning & Napier Advisors, LLC is an investment advisory firm based in Fairport, NY. The firm manages over $18 billion in assets for a wide range of clients, including individuals, corporations, institutions, and pooled investment vehicles. The firm offers a variety of investment advisory services, including financial planning, pension consulting, portfolio management, and educational seminars. They have a strong focus on providing investment solutions that are tailored to the specific needs of their clients.
Manning & Napier Advisors, LLC

290 WOODCLIFF DRIVE

FAIRPORT, NY 14450

$18.49B

Assets Under Management

9

Total Clients

48

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Mna may negotiate the fee for customized portfolios and services

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Caleb Humbert’s Registration & Firm History

NY

04/13/2021 - Present

Manning & Napier Advisors, LLC (FAIRPORT NY)

NY

06/04/2019 - 02/05/2021

CADARET, GRANT & CO., INC. (SYRACUSE NY)

NY

03/29/2019 - 05/16/2019

MERCER ALLIED COMPANY, L.P. (ALBANY NY)

Not sure if Caleb Humbert is right for you?

Licenses & Designations

BC

Issued 12/30/2021

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 10/05/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/29/2019

Series 7TO - General Securities Representative Examination

BC

Issued 12/21/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Caleb Humbert.
Not sure if Caleb Humbert is right for you?