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Gerald Robert Gugger

Manning & Napier Advisors, LLC

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About Gerald Robert Gugger

Gerald Robert Gugger is a financial advisor with Manning & Napier Advisors, LLC. Gerald is a CERTIFIED FINANCIAL PLANNER™ professional with over 7 years of experience in the financial services industry. Gerald is also a CFA charterholder. He helps individuals and families develop and implement financial plans, including retirement planning, college savings, and investment management. Gerald is committed to providing personalized service and helping his clients achieve their financial goals.

Firm Information

Gerald Gugger 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

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

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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.

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percentage of assets

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

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other

Mna may negotiate the fee for customized portfolios and services

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Gerald Gugger’s Registration & Firm History

NY

05/31/2023 - Present

Manning & Napier Advisors, LLC (FAIRPORT NY)

MA

07/21/2016 - 03/13/2017

SECURITIES AMERICA, INC. (NEEDHAM MA)

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Licenses & Designations

BC

Issued 09/28/2023

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Gerald Robert Gugger.
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