TrueAdvisor
TrueAdvisor
JM
CFA
JM
CFA

Jeffrey Mccormack

Manning & Napier Advisors, LLC
6 Years of Experience
Webster, NY
1 DisclosureBroker
View SEC Summary
View SEC Summary

Jeffrey Mccormack is a CFA-designated registered investment advisor at Manning & Napier Advisors, LLC, based in Webster, NY, with 6 years of industry experience. Jeffrey 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
43 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

Webster, NY

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
August 2003
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Jeffrey is an employee and investment advisor representative of Manning & Napier Advisors, LLC. He is also a board member for Mary Cariola's Center, dedicating a few hours per week, and an assistant swim coach for Webster Bluefins, spending about 10-20% of his time.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
October 2024 - Present · 2 yrs
Manning & Napier Investor Services, INC.
October 2024 - Present · 2 yrs
Manning & Napier Investor Services, INC.Broker
October 2024 - Present · 2 yrs
Previous Registrations
Foreside Investment Services, LLCBroker
April 2015 - September 2016 · 1 yr 5 mos
Ing Furman Selz Financial Services LLCBroker
December 2000 - November 2003 · 2 yrs 11 mos
State Registrations22 states
AKAZCACODEFLIDILMAMINCNHNYOHPATNTXUTVAWAWIWY
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.
More Advisors
More financial advisors in Webster, NY →All financial advisors in New York →