Chelsea A. Seibel

MANNING & NAPIER ADVISORS

Estero, FL

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CRD#: 5964695

Professional summary

Chelsea Ann Seibel, CFP® is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Estero, Florida and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.

Chelsea is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Chelsea has worked at 6 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 AND REGISTERED INVESTMENT ADVISOR REPRESENTATIVE OF MANNING & NAPIER ADVISORS, LLC, AN AFFLIATED INVESTMENT ADVISOR. ABUSE COUNSELING TREATMENT, INC. - BOARD MEMBER: 05/2022-PRESENT, NON-INVESTMENT RELATED (ZERO HOURS DURING TRADING HOURS); PLANNED GIVING COUNCIL OF LEE COUNTY, INC.- BOARD MEMBER: DECEMBER 2024-PRESENT, NON-INVESTMENT RELATED, ZERO HOURS DURING TRADING HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Ann Seibel'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®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

September 21, 2021 - Present

MANNING & NAPIER ADVISORS, LLC

RIA

CRD#: 105992

Estero, FL

Current

September 21, 2021 - Present

MANNING & NAPIER INVESTOR SERVICES, INC.

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

CRD#: 26266

Fairport, NY

Past

July 19, 2016 - August 10, 2021

RBC CAPITAL MARKETS, LLC

RIA

CRD#: 31194

WESTMINSTER, MD

Past

July 19, 2016 - August 10, 2021

RBC CAPITAL MARKETS, LLC

CRD#: 31194

WESTMINSTER, MD

Past

February 3, 2014 - July 19, 2016

OSAIC FA, INC.

RIA

CRD#: 3978

Lutherville, MD

Past

February 3, 2014 - July 19, 2016

OSAIC FA, INC.

CRD#: 3978

Lutherville, MD

Past

February 13, 2013 - January 29, 2014

STRATEGIC ADVISERS LLC

RIA

CRD#: 104555

WILMINGTON, DE

Past

September 15, 2011 - January 28, 2014

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

WILMINGTON, DE

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

Alabama
(3/29/2022)

California
(6/4/2024)

Florida
(9/21/2021)

IAR

Florida
(9/29/2021)

Kentucky
(2/2/2023)

Maryland
(9/21/2021)

Massachusetts
(8/11/2025)

Minnesota
(9/27/2023)

Missouri
(9/27/2023)

Montana
(4/25/2025)

Nebraska
(9/27/2023)

IAR

New York
(9/21/2021)

New York
(3/29/2022)

North Carolina
(3/29/2022)

IAR

Ohio
(3/21/2025)

Pennsylvania
(11/28/2022)

South Dakota
(9/30/2021)

IAR

Texas
(9/14/2023)

Texas
(1/13/2025)

Utah
(2/2/2023)

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: 2/11/2013

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 10/28/2011

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: 9/14/2011

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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Firm Stability Insights

Chelsea A. Seibel

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chelsea Ann Seibel's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER INVESTOR SERVICES, INC.

RBC CAPITAL MARKETS, LLC

RBC CAPITAL MARKETS, LLC

OSAIC FA, INC.

OSAIC FA, INC.

STRATEGIC ADVISERS LLC

FIDELITY BROKERAGE SERVICES LLC

Primary Firm SEC Registration

MANNING & NAPIER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 2/11/2013

Series 63

Date: 10/28/2011

SIE

Date: 10/1/2018

Series 7

Date: 9/14/2011

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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