Chief Financial Officer / President · Manning & Napier Advisors, LLC
Paul J. Battaglia
CRD 6007994 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Manning & Napier Advisors, LLC, an SEC-registered asset manager based in Fairport, NY with $17.0 billion in regulatory assets, lists Paul J. Battaglia on its Form ADV as Chief Financial Officer / President, a control person. The SEC filings also name Paul at 1 other registered adviser.
Firms and roles
- Manning & Napier Advisors, LLCChief Financial Officer / PresidentAsset manager · Fairport, NY · $17B in regulatory assets
- Rainier Investment Management LLCChief Financial OfficerAsset manager · Seattle, WA · $581M in regulatory assets
AtlasMembers
Paul’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Nicole Kingsley BrunnerChief Growth Officer, Wealth Management, Manning & Napier Advisors, LLC
- Aaron T. McGreevyPresident, Asset Management, Manning & Napier Advisors, LLC
- Scott J. MorabitoChief Operating Officer, Manning & Napier Advisors, LLC
- William G. HoldenPresident, Wealth Management, Manning & Napier Advisors, LLC
- Samantha M. LarewChief Compliance Officer, Manning & Napier Advisors, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Paul’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.