Amelia J. Gage

MANNING & NAPIER ADVISORS

Dover, NH

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CRD#: 6848272

Professional summary

Amelia Judith Gage, who also goes by Amelia Gage, is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Dover, New Hampshire and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.

Amelia is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Amelia has worked at 5 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Amelia Gage

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.

1) 10/16/2019- Sage Wealth Partners, LLC- DBA for LPL Business (entity for LPL business)- inv. related- Portsmouth , NH - 40hrs/mth

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amelia Judith Gage'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

May 30, 2023 - Present

MANNING & NAPIER ADVISORS, LLC

Office #2: 155 Fleet Street, Portsmouth, NH 03801-4050

RIA

CRD#: 105992

Dover, NH

Current

May 30, 2023 - Present

MANNING & NAPIER INVESTOR SERVICES, INC.

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

CRD#: 26266

Fairport, NY

Past

July 21, 2021 - April 20, 2023

LPL FINANCIAL LLC

RIA

CRD#: 6413

Portsmouth, NH

Past

July 21, 2021 - April 20, 2023

LPL FINANCIAL LLC

CRD#: 6413

Portsmouth, NH

Past

September 27, 2019 - July 21, 2021

WADDELL & REED

RIA

CRD#: 866

Portsmouth, NH

Past

June 5, 2019 - July 21, 2021

WADDELL & REED

CRD#: 866

Portsmouth, NH

Past

October 11, 2017 - February 15, 2019

SANTANDER SECURITIES LLC

CRD#: 41791

METHUEN, MA

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

IAR

New Hampshire
(5/30/2023)

New York
(5/30/2023)

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 65

Date: 9/27/2019

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 11/3/2017

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 7/15/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 10/11/2017

Investment Company Products/Variable Contracts 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

Amelia J. Gage

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amelia Judith Gage's CRS (Customer Relationship Summary).

Certified licenses

Experience

MANNING & NAPIER INVESTOR SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

SANTANDER SECURITIES LLC

Primary Firm SEC Registration

MANNING & NAPIER ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/27/2019

Series 63

Date: 11/3/2017

Series 7TO

Date: 7/15/2019

SIE

Date: 10/1/2018

Series 6

Date: 10/11/2017

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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