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Sarah Beth Mayne

Manning & Napier Advisors, LLC

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About Sarah Beth Mayne

Sarah Mayne is an investment advisor representative with Manning & Napier Advisors, LLC. She has been in the industry since 2011. Sarah holds the Series 66, Series 7TO, and SIE exams. She has experience in portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. Sarah provides financial planning, pension consulting, and educational seminars. Sarah may negotiate fees for customized portfolios and services. Sarah is also registered in New York.

Firm Information

Sarah Mayne 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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Sarah Mayne’s Registration & Firm History

NY

07/27/2021 - Present

Manning & Napier Advisors, LLC (FAIRPORT NY)

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Licenses & Designations

BOTH

Issued 11/06/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/18/2020

Series 7TO - General Securities Representative Examination

BC

Issued 02/21/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Sarah Beth Mayne.
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