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Ryan Stiphany

Manning & Napier Advisors, LLC
13 Years of Experience
St. Petersburg, FL
1 DisclosureBroker
View SEC Summary
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Ryan Stiphany is a registered investment advisor at Manning & Napier Advisors, LLC, based in St. Petersburg, FL, with 13 years of industry experience. Ryan 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

200 Central Avenue, 24th Floor, St. Petersburg, FL, 33701

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History

Regulatory History (1)
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Employment Separation After Allegations
March 2018
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Ryan is an officer of Stiphany Limited LLC since 2019 and a host for Tampa Bay Dream Team Trivia since 2022. These activities are not investment-related and do not occur during trading hours.

Employment History
Current Registrations
Manning & Napier Advisors, LLC
April 2020 - Present · 6 yrs 6 mos
Manning & Napier Investor Services, INC.
March 2020 - Present · 6 yrs 7 mos
Manning & Napier Investor Services, INC.Broker
March 2020 - Present · 6 yrs 7 mos
Previous Registrations
Jarred Bunch Consulting, LLC
January 2019 - December 2019 · 11 mos
Charles Schwab & CO., INC.
August 2015 - April 2018 · 2 yrs 8 mos
Charles Schwab & CO., INC.Broker
August 2015 - April 2018 · 2 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2012 - July 2015 · 3 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2012 - July 2015 · 3 yrs 6 mos
State Registrations20 states
ARCODEFLILMAMDNCNHNMNYOHOKORPATNTXVAWIWY
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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