WH
William G. Holden
MANNING & NAPIER ADVISORS
ST PETERSBURG, FL
Some features on this profile are disabled
CRD#: 4733439
WH
Professional summary
William Gregory Holden, who also goes by Gregory William Holden, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in St Petersburg, Florida and MANNING & NAPIER INVESTOR SERVICES, INC. located in St. Petersburg, Florida.
William is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2004. William has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 3 and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Gregory William Holden
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; OWNER OF RENTAL PROPERTY: SEPTEMBER 15, 2010 - PRESENT, NON-INVESTMENT RELATED, LESS THAN 10 HOURS PER MONTH (EVENINGS AND WEEKENDS), ZERO HOURS DURING TRADING HOURS; ST. PETERSBURG FREE CLINIC-Officer: 10/2017 - 9/30/2025, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); BOY SCOUTS OF AMERICA GREATER TAMPA BAY AREA COUNCIL- BOARD MEMBER/COMPENSATION COMMITTEE: 01/2019 - PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); Leadership Florida Finance Committee - Member of Board Committee (not Board Member): 06/2019-Present, Non-Investment Related (Zero hours during trading hours). City of St. Petersburg - Investment Oversight Committee, 10/2023 - 9/30/2025, INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS). UNNAMED INFORMAL GATHERING OF INVESTORS- HOBBY: 4/2021-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS; ST. PETERSBURG ECONOMIC DEVELOPMENT CORPORATION- COMMITTEE MEMBER: 4/2023, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); ST. ANTHONY'S HOSPITAL- BOARD MEMBER, 04/2024-PRESENT,NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS; SOUTHSTATE BANK- BOARD MEMBER, 07/31/2024-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS).
CRS (Client Relationship Summary) - RIA
Click below to view William Gregory Holden's 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®
NoneExperience
Current
June 10, 2009 - Present
MANNING & NAPIER ADVISORS, LLC
Office #2: 150 Second Ave. North Suite 1000, St. Petersburg, FL 33701RIA
CRD#: 105992
ST PETERSBURG, FL
Current
April 2, 2009 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 150 Second Ave North Suite 800, St. Petersburg, FL 33701BD
CRD#: 26266
St. Petersburg, FL
Past
July 23, 2007 - November 10, 2008
B. C. ZIEGLER AND COMPANY
BD
CRD#: 61
ST. PETERSBURG, FL
Past
August 23, 2005 - July 11, 2007
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
COLUMBUS, OH
Past
January 14, 2004 - August 3, 2005
LANCASTER POLLARD & CO., LLC
BD
CRD#: 24110
COLUMBUS, OH
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
Arkansas(9/16/2014)
RR
Colorado(7/20/2009)
RR
Delaware(2/15/2012)
RR
Florida(4/2/2009)
IAR
Florida(6/10/2009)
RR
Illinois(6/8/2017)
RR
Maryland(3/4/2024)
RR
Massachusetts(4/9/2015)
RR
New Hampshire(3/15/2022)
RR
New Jersey(3/4/2024)
RR
New Mexico(3/11/2020)
RR
New York(1/25/2010)
IAR
New York(7/29/2021)
RR
North Carolina(5/27/2009)
RR
Ohio(7/20/2009)
IAR
Ohio(7/20/2009)
RR
Oklahoma(5/9/2019)
RR
Oregon(9/16/2019)
RR
Pennsylvania(8/3/2012)
RR
Tennessee(7/30/2014)
RR
Texas(4/17/2013)
IAR
Texas(5/10/2013)
RR
Virginia(9/23/2013)
RR
Wyoming(3/25/2010)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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)
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.
