Career
William Holden has been President, Wealth Management of Manning & Napier Advisors since March 2026. William Holden is a control person of the firm and directly owns under 5% of it. William Holden graduated from Denison University.
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.
Gregory Holden is president of Wealth Management & Institutional Advisory and leads Manning & Napier’s Wealth Management team and continues to advise key clients on investment and financial planning needs. The firm says he joined in 2009 after beginning his career as an investment banker with boutique firms focused on Midwestern deals.
- – present · 17 years, · Adviser representative · Firm CRD 105992
Credentials and registrations
Investment adviser representative registrations
| State | Status | Since |
|---|---|---|
| Florida | Approved | 10 June 2009 |
| New York | Approved | 29 July 2021 |
| Ohio | Approved | 20 July 2009 |
| Texas | Approved, resident | 10 May 2013 |
- Status
- Approved
- Status
- Approved
- Status
- Approved
- Status
- Approved, resident
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 3 | National Commodity Futures Examination | 7 December 2015 |
| Series 65 | Uniform Investment Adviser Law Examination | 24 April 2009 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 February 2006 |
| Series 7 | General Securities Representative Examination | 13 January 2004 |
- Name
- Securities Industry Essentials Examination
- Name
- National Commodity Futures Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
Individual record
- Full name
- William Gregory Holden
- CRD
- 4733439
- Firm bio
- manning-napier.com
Disciplinary history is not reported here, in either direction. Check the SEC record.
Common questions
Where does William Holden work?
William Holden has been President, Wealth Management of Manning & Napier Advisors, LLC since March 2026, and is a control person of the firm.
Is William Holden a financial advisor?
Yes. William Holden has a current investment-adviser registration in Florida, New York, Ohio and Texas, through Manning & Napier Advisors since June 2009.
How many years of experience does William Holden have?
William Holden has 22 years in the financial industry, since July 2004, across 1 adviser firm.
What exams has William Holden passed?
William Holden has passed 4 licensing exams: the Series 7, Series 63, Series 65 and Series 3. The earliest, the Series 7, was passed in January 2004. FINRA credited William Holden with the SIE, which began in October 2018.