Paul L. Stanzione
Professional summary
Paul Louis Stanzione is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Rochester, New York and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.
Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2013. Paul has worked at 2 firms and has passed the Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Paul Louis Stanzione's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 9, 2025 - Present
MANNING & NAPIER ADVISORS, LLC
January 28, 2013 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 290 Woodcliff Drive, Fairport, NY 14450Primary 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
(9/4/2025)
(3/4/2013)
(5/9/2025)
Exams
Series 7TO
Date: 5/25/2023
General Securities Representative ExaminationFINRA
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
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