Aaron A. Pisani

MANNING & NAPIER ADVISORS

Palm Beach Gardens, FL

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CRD#: 4336257

Professional summary

Aaron Anthony Pisani is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Palm Beach Gardens, Florida and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.

Aaron is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2001. Aaron has worked at 7 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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 OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR. Zedhead, LLC - Consulting: 2022-Present, Non-Investment Related (Zero hours during trading hours). Italian American Club of the North Palm Beaches - BOARD MEMBER/Sergeant at Arms , 06/2025- PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS);

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Anthony Pisani'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

April 3, 2014 - Present

MANNING & NAPIER ADVISORS, LLC

RIA

CRD#: 105992

Palm Beach Gardens, FL

Current

March 19, 2014 - Present

MANNING & NAPIER INVESTOR SERVICES, INC.

Office #1: 290 Woodcliff Drive, Fairport, NY 14450

CRD#: 26266

Fairport, NY

Past

June 27, 2012 - November 22, 2013

GUARDIAN INVESTOR SERVICES LLC

CRD#: 6635

NEW YORK, NY

Past

March 10, 2011 - June 26, 2012

MORNINGSTAR INVESTMENT SERVICES LLC

CRD#: 112525

CHICAGO, IL

Past

May 26, 2004 - March 8, 2011

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

CRD#: 7834

NEW YORK, NY

Past

September 13, 2002 - May 19, 2004

J.P. MORGAN SECURITIES LLC

CRD#: 79

NEW YORK, NY

Past

April 23, 2001 - September 18, 2002

MERCER ALLIED COMPANY, L.P.

CRD#: 37404

COHOES, NY

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".

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.

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

Arizona
(3/19/2014)

California
(3/19/2014)

Colorado
(3/19/2014)

IAR

Florida
(6/5/2014)

Florida
(1/12/2023)

New Mexico
(3/19/2014)

IAR

New York
(7/29/2021)

Puerto Rico
(9/23/2025)

Utah
(3/19/2014)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 4/3/2014

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/18/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/20/2001

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

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)

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 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	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.

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Aaron A. Pisani

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Aaron Anthony Pisani's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER INVESTOR SERVICES, INC.

GUARDIAN INVESTOR SERVICES LLC

MORNINGSTAR INVESTMENT SERVICES LLC

OPPENHEIMERFUNDS DISTRIBUTOR, INC.

J.P. MORGAN SECURITIES LLC

MERCER ALLIED COMPANY, L.P.

Primary Firm SEC Registration

MANNING & NAPIER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/3/2014

Series 63

Date: 5/18/2001

SIE

Date: 10/1/2018

Series 7

Date: 4/20/2001

FINRA

Current Firm

MANNING & NAPIER ADVISORS, LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

MANNING & NAPIER ADVISORS, LLC

TRUST BUT VERIFY

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