TrueAdvisor
TrueAdvisor
CR
ChFC
CR
ChFC

Carey Robinson

Manning & Napier Advisors, LLC
28 Years of Experience
Laguna Niguel, CA
1 DisclosureBroker
View SEC Summary
View SEC Summary

Carey Robinson is a ChFC-designated registered investment advisor at Manning & Napier Advisors, LLC, based in Laguna Niguel, CA, with 28 years of industry experience. Carey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,474 clients with $17B in assets under management.

Manning & Napier Advisors, LLC
Compensation
Fee-Only (% of Portfolio)
Firm Size
44 advisors
Number of Clients
3,474 clients
Average Client Portfolio
$4.9M average
Assets Under Management
$17.0B

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.35%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5M+0.70%

Rates reflect the Objectives-Based Strategies and Core US Fee Schedule. The firm also offers other strategies with separate fee schedules, such as Strategic Income, Managed ETF Portfolios, various fixed income objectives, and Disciplined Value equities. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Laguna Niguel, CA

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Criminal
April 1991
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Manning & Napier Advisors, LLC
September 2026 - Present · 1 mo
Manning & Napier Investor Services, INC.
September 2026 - Present · 1 mo
Manning & Napier Investor Services, INC.Broker
September 2026 - Present · 1 mo
Previous Registrations
Quasar Distributors, LLCBroker
December 2024 - September 2025 · 9 mos
Horizon Investments LLC
October 2024 - September 2025 · 11 mos
Blackrock Investment Management, LLC
October 2022 - March 2024 · 1 yr 5 mos
Blackrock Investments, LLCBroker
October 2022 - March 2024 · 1 yr 5 mos
Brandes Investment Partners, LP
February 2022 - October 2022 · 8 mos
Alps Distributors, INC.Broker
February 2022 - October 2022 · 8 mos
Stadion Money Management, LLC
November 2017 - January 2022 · 4 yrs 2 mos
Alps Distributors, INC.Broker
October 2017 - December 2020 · 3 yrs 2 mos
Proequities, INC.Broker
July 2016 - September 2017 · 1 yr 2 mos
Riversource Distributors, INC.Broker
January 2007 - March 2016 · 9 yrs 2 mos
Ameriprise Financial Services, INC.Broker
May 1996 - January 2007 · 10 yrs 8 mos
Ids Life Insurance CompanyBroker
May 1996 - December 2006 · 10 yrs 7 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
More Advisors
More financial advisors in Laguna Niguel, CA →All financial advisors in California →