Career
Aaron Mcgreevy has been President, Asset Management of Manning & Napier Advisors since July 2021. Aaron Mcgreevy is a control person of the firm and directly owns under 5% of it. Aaron Mcgreevy holds a Bachelor’s degree in business administration from the University of Findlay.
Manning & Napier Advisors, LLC is a Fairport, NY firm with $17B under management, 3,474 clients and 159 advisers across 5 offices, as of its June 2026 filing.
Aaron McGreevy is president of Asset Management and leads Manning & Napier’s Asset Management team and serves on the firm’s Senior Leadership Team. The firm reports that he joined in 2004 and previously served as Chief Distribution Officer, Managing Director of Institutional & Intermediary Sales, Managing Director of Taft-Hartley Services, Vice President/Portfolio Strategist and Senior Risk Management Analyst. Before joining Manning & Napier, he was an Investment Officer at Fifth Third Bank.
- – present · 18 years, · Adviser representative · Firm CRD 105992
Credentials and registrations
Professional designations
Listed by Manning & Napier Advisors and the sources below
- CRPS
- AAMS
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| New York | Approved | 29 July 2021 |
| Ohio | Approved | 9 June 2008 |
- Status
- Approved
- Status
- Approved
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 65 | Uniform Investment Adviser Law Examination | 21 May 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 29 August 2008 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 6 June 2008 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
Individual record
- Full name
- Aaron Thomas Mcgreevy
- CRD
- 5541148
- Firm bio
- manning-napier.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does Aaron Mcgreevy work?
Aaron Mcgreevy has been President, Asset Management of Manning & Napier Advisors, LLC since July 2021, and is a control person of the firm.
Is Aaron Mcgreevy a financial advisor?
Yes. Aaron Mcgreevy has a current investment-adviser registration in New York and Ohio, through Manning & Napier Advisors since June 2008.
How many years of experience does Aaron Mcgreevy have?
Aaron Mcgreevy has 18 years in the financial industry, since June 2008, across 1 adviser firm.
What exams has Aaron Mcgreevy passed?
Aaron Mcgreevy has passed 3 licensing exams: the Series 6, Series 63 and Series 65. The earliest, the Series 6, was passed in June 2008. FINRA credited Aaron Mcgreevy with the SIE, which began in October 2018.