Ryan M. Stiphany
Professional summary
Ryan M Stiphany, who also goes by Ryan Stiphany, 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.
Ryan is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2012. Ryan has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ryan M Stiphany's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 7, 2020 - Present
MANNING & NAPIER ADVISORS, LLC
Office #2: 150 Second Ave North Suite 800, St. Petersburg, FL 33701March 11, 2020 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 150 Second Ave North Suite 800, St. Petersburg, FL 33701January 18, 2019 - December 31, 2019
INVST, LLC
August 6, 2015 - April 9, 2018
CHARLES SCHWAB & CO., INC.
August 5, 2015 - April 9, 2018
CHARLES SCHWAB & CO., INC.
February 22, 2012 - July 15, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
January 27, 2012 - July 15, 2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
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
(3/6/2024)
(4/11/2024)
(3/20/2024)
(3/13/2020)
(4/7/2020)
(2/3/2025)
(3/11/2024)
(3/26/2024)
(4/2/2024)
(3/5/2024)
(3/5/2024)
(4/10/2020)
(7/29/2021)
(4/13/2020)
(3/4/2024)
(2/2/2025)
(3/4/2024)
(3/4/2024)
(4/10/2020)
(4/23/2020)
(4/13/2020)
(1/24/2023)
(3/5/2024)
(6/27/2023)
(3/7/2024)
Exams
FINRA
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.
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