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Christopher Ryan

Manning & Napier Advisors, LLC
25 Years of Experience
Westerville, OH
2 DisclosuresBroker
View SEC Summary
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Christopher Ryan is a registered investment advisor at Manning & Napier Advisors, LLC, based in Westerville, OH, with 25 years of industry experience. Christopher 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

Westerville, OH

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History

Regulatory History (2)
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.
Customer Dispute
September 2002
Closed-No Action
Customer Dispute
June 2000
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Christopher is an employee and registered investment advisor representative of Manning & Napier Advisors, LLC. He also serves as a regional president for Evan Scholars and a board member for Charitable Gift Planners of Central Ohio, dedicating minimal time to these voluntary, non-investment related activities.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
September 2006 - Present · 20 yrs 1 mo
Manning & Napier Investor Services, INC.
September 2006 - Present · 20 yrs 1 mo
Manning & Napier Investor Services, INC.Broker
September 2006 - Present · 20 yrs 1 mo
Previous Registrations
Merrill Lynch Pierce Fenner & Smith INC.
November 1998 - July 2003 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 1998 - July 2003 · 5 yrs 1 mo
State Registrations28 states
AKAZCACOCTDCFLGAIAILINKYMAMDMIMNMONCNYOHORPARISCTXWAWIWV
AdvisorBrokerBoth

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.
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