Thomas Stedman
MANNING & NAPIER ADVISORS
Fairport, NY 14450
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CRD#: 7456710
Professional summary
Thomas Stedman, CFP® is a registered financial advisor currently at MANNING & NAPIER ADVISORS, LLC located in Fairport, New York and MANNING & NAPIER INVESTOR SERVICES, INC. located in Fairport, New York.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Thomas has worked at 2 firms and has passed the Series 63, Series 7TO, Series 6TO and SIE 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 OF MANNING & NAPIER ADVISORS, LLC, AN AFFILIATED REGISTERED INVESTMENT ADVISOR.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Stedman's 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®
Start date: 2021
Experience
Current
July 24, 2024 - Present
MANNING & NAPIER ADVISORS, LLC
Office #1: 290 Woodcliff Drive, Fairport, NY 14450RIA
CRD#: 105992
Fairport, NY
Current
December 1, 2021 - Present
MANNING & NAPIER INVESTOR SERVICES, INC.
Office #1: 290 Woodcliff Drive, Fairport, NY 14450BD
CRD#: 26266
Fairport, NY
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".
M&
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.RR
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
RR
California(9/11/2025)
RR
Colorado(9/11/2025)
RR
Connecticut(9/11/2025)
RR
District of Columbia(9/11/2025)
RR
Florida(9/11/2025)
IAR
Florida(9/19/2025)
RR
Georgia(9/11/2025)
RR
Illinois(9/11/2025)
RR
Kentucky(9/11/2025)
RR
Massachusetts(9/11/2025)
RR
New Jersey(9/11/2025)
RR
New York(2/17/2022)
IAR
New York(7/24/2024)
RR
North Carolina(9/11/2025)
RR
Ohio(9/11/2025)
IAR
Ohio(9/11/2025)
RR
Oregon(9/11/2025)
RR
Pennsylvania(9/11/2025)
RR
Rhode Island(9/11/2025)
RR
South Carolina(9/11/2025)
IAR
Texas(9/11/2025)
RR
Virginia(9/11/2025)
RR
Washington(9/11/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 7/11/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/1/2021
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
M&
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)Upgrade to AdvisorCheck Premium
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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)
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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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MANNING & NAPIER ADVISORS, LLC
CRD#: 105992Fairport, NY 14450TRUST BUT VERIFY
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