Ioannis K. Profylienos

MANNING & NAPIER ADVISORS

BOYNTON BEACH, FL

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CRD#: 5748613

Professional summary

Ioannis Kyriakos Profylienos, who also goes by Ioannis K Profylienos, Ioannis Kyriakou Profylienos, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Boynton Beach, Florida and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.

Ioannis is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ioannis has worked at 8 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ioannis K Profylienos | Ioannis Kyriakou Profylienos

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.

- Saint Mark Greek Orthodox Church; Investment Related: No; 2100 NW 51st, Boca Raton, FL 33431; Nature of Business: Teaching Greek Language to Children; Position: Teacher; Start Date: 09/09; Hours Per Month: 8; Hours during securities trading: 0; Duties: Teaching the Greek Language to Children of the Community. - Smart Living U.S., Co-Founder, Strategic and marketing plans. Address: 9460 Wrangler Dr., Lake worth, FL 33467. 1/01/2020, Not investment related. 0 hrs during trading hours. 8 hours/mo.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ioannis Kyriakos Profylienos'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

July 28, 2025 - Present

MANNING & NAPIER ADVISORS, LLC

RIA

CRD#: 105992

BOYNTON BEACH, FL

Current

June 30, 2025 - Present

MANNING & NAPIER INVESTOR SERVICES, INC.

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

CRD#: 26266

Fairport, NY

Past

May 11, 2020 - June 11, 2025

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BOCA RATON, FL

Past

May 4, 2020 - June 11, 2025

EQUITABLE ADVISORS, LLC

CRD#: 6627

BOCA RATON, FL

Past

April 20, 2018 - May 12, 2020

CAPITAL ANALYSTS

RIA

CRD#: 162200

Miami, FL

Past

April 18, 2018 - May 12, 2020

LINCOLN INVESTMENT

RIA

CRD#: 519

Miami, FL

Past

April 2, 2018 - May 12, 2020

LINCOLN INVESTMENT

CRD#: 519

Miami, FL

Past

February 26, 2016 - November 14, 2017

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

FT LAUDERDALE, FL

Past

January 28, 2016 - November 14, 2017

MML INVESTORS SERVICES, LLC

CRD#: 10409

FT LAUDERDALE, FL

Past

October 26, 2011 - December 28, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

BOCA RATON, FL

Past

October 26, 2011 - December 28, 2015

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

BOCA RATON, FL

Past

March 10, 2010 - September 13, 2010

EDWARD JONES

RIA

CRD#: 250

BOCA RATON, FL

Past

February 19, 2010 - September 13, 2010

EDWARD JONES

CRD#: 250

BOCA RATON, FL

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

Florida
(6/30/2025)

IAR

Florida
(7/28/2025)

IAR

New York
(7/28/2025)

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: 3/4/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/18/2010

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 7/20/2020

General Securities Principal 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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Advisor Monitoring

Firm Stability Insights

Ioannis K. Profylienos

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ioannis Kyriakos Profylienos's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER INVESTOR SERVICES, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

CAPITAL ANALYSTS

LINCOLN INVESTMENT

LINCOLN INVESTMENT

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

MANNING & NAPIER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/4/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/18/2010

Series 24

Date: 7/20/2020

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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