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DD

Donna J. D'hont

MANNING & NAPIER ADVISORS
Pittsford, NY
Some features on this profile are disabled
CRD#: 1396787
DD

Professional summary

Donna Jean D'hont, who also goes by Donna Jean Dhont, Donna Jean Wood, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Pittsford, New York and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.

Donna is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Donna has worked at 4 firms and has passed the Series 63, SIE, Series 3 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Donna Jean Dhont | Donna Jean Wood

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
EMPLOYEE AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donna Jean D'hont's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 10, 1995 - Present

MANNING & NAPIER ADVISORS, LLC

RIA
CRD#: 105992
Pittsford, NY
Current

May 15, 1991 - Present

MANNING & NAPIER INVESTOR SERVICES, INC.

Office #1: 290 Woodcliff Drive, Fairport, NY 14450
BD
CRD#: 26266
Fairport, NY
Past

January 22, 1988 - April 1, 1991

MORGAN STANLEY DW INC.

BD
CRD#: 7556
PURCHASE, NY
Past

August 20, 1985 - February 12, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
M&
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS INC | MANNING & NAPIER ADVISORS, LLC

CRD#: 105992 / SEC#: 801-10733

RIA
Registered Investment Advisory firm - (6/4/1975 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Florida
(2/13/1996)
RR
New York
(5/15/1991)
IAR
New York
(7/31/2021)
RR
Ohio
(1/3/1994)
IAR
Ohio
(5/3/1999)
RR
Pennsylvania
(3/1/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 8/26/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/30/1985
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 8/17/1985
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

M&
MANNING & NAPIER ADVISORS, LLC
MANNING & NAPIER ADVISORS INC | MANNING & NAPIER ADVISORS, LLC

CRD#: 105992 / SEC#: 801-10733

RIA
Registered Investment Advisory firm - (6/4/1975 Approved)
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Contact information

Main Address
290 Woodcliff Drive, Fairport, NY 14450
Mailing Address
Phone number
(585) 325-6880
Established
Firm type
Fiscal year end
# of Employees
200

SEC notice filing (53 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MNA ADV PART 2A WEALTH MANAGEMENT (9/12/2025)
MNA WM ENVESTNET FORM ADV PART 2A (9/12/2025)
MNA PART 2A ASSET MANAGEMENT (6/18/2025)

Regulatory assets under management

Total Number of Accounts4,279
AUM (Assets Under Management)$ 18,406,580,736

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
10/27/2025
Cover Page
Report
12/23/2024
Cover Page
Report
12/21/2023
Cover Page
Report
11/21/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANNING & NAPIER ADVISORS, LLC

CRD#: 105992Pittsford, NY

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Contact information

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