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Ryan Timothy Willis

Manning & Napier Advisors, LLC

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About Ryan Timothy Willis

Ryan Willis is an investment advisor representative with Manning & Napier Advisors, LLC. Ryan is a licensed investment advisor in New York and Ohio, with a background in the financial industry going back to 2015. Ryan holds the Series 7, 63, and 65 securities licenses. Ryan provides investment advice to individuals, businesses, investment companies, and pooled investment vehicles. Ryan specializes in providing portfolio management services and is committed to helping clients achieve their financial goals.

Firm Information

Ryan Willis 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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Ryan Willis’s Registration & Firm History

NY

06/27/2023 - Present

Manning & Napier Advisors, LLC (FAIRPORT NY)

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Licenses & Designations

BC

Issued 01/05/2024

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/16/2019

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/25/2023

Series 7TO - General Securities Representative Examination

BC

Issued 07/19/2023

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ryan Timothy Willis.
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