Deanna F. Perry
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Deanna Foy Perry, AIF®, CIMA®, who also goes by Deanna Foy Rutherford, was a registered financial professional .
Deanna is a previously registered financial professional and started their career in finance in 1997. Deanna had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
February 11, 2010 - December 31, 2021
MANNING & NAPIER ADVISORS, LLC
April 17, 2006 - December 31, 2013
MANNING & NAPIER ADVISORY ADVANTAGE COMPANY, LLC
April 6, 2006 - December 31, 2021
MANNING & NAPIER INVESTOR SERVICES, INC.
May 20, 2005 - June 20, 2005
AMG DISTRIBUTORS, INC.
October 31, 2001 - June 20, 2005
AMG DISTRIBUTORS, INC.
August 14, 2001 - April 8, 2005
RORER ASSET MANAGEMENT LLC
August 11, 2000 - July 18, 2001
UBS FINANCIAL SERVICES INC.
March 25, 1997 - August 14, 2000
J.C. BRADFORD & CO.
Primary Firm SEC Registration
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992 / SEC#: 801-10733
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992 / SEC#: 801-10733
Contact information
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,279 |
| AUM (Assets Under Management) | $ 18,406,580,736 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 10/27/2025 | ||
| 12/23/2024 | ||
| 12/21/2023 | ||
| 11/21/2022 |
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.
