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Mark Ricci

Manning & Napier Advisors, LLC

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About Mark Ricci

Mark Ricci is an investment advisor representative with Manning & Napier Advisors, LLC. Mark has been in the financial industry since 2006 and has held positions at several firms, including Bank of America, PNC Financial Services Group, Inc., and BNY Mellon. Mark is registered with the state of New York and Pennsylvania. Mark offers financial planning, portfolio management, and educational seminars. Mark specializes in managing investments for individuals, families, and businesses. Mark is dedicated to providing his clients with personalized investment advice and guidance.

Firm Information

Mark Ricci 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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Mark Ricci’s Registration & Firm History

NY

01/16/2025 - Present

Manning & Napier Advisors, LLC (FAIRPORT NY)

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Licenses & Designations

BOTH

Issued 11/03/2023

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/09/2023

Series 7TO - General Securities Representative Examination

BC

Issued 04/17/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Mark Ricci.
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