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President, Wealth Management · Manning & Napier Advisors, LLC

William G. Holden

CRD 4733439 · Named on Form ADV at one SEC-registered adviser

At a glance

Manning & Napier Advisors, LLC, an SEC-registered asset manager based in Fairport, NY with $17.0 billion in regulatory assets, lists William G. Holden on its Form ADV as President, Wealth Management, a control person.

Firms and roles

AtlasMembers

William’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 the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For William’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.