| Name: | MANNING & NAPIER INVESTOR SERVICES, INC. |
| Jurisdiction: | New York |
| Legal type: | DOMESTIC BUSINESS CORPORATION |
| Status: | Active |
| Date of registration: | 21 Mar 1990 (35 years ago) |
| Entity Number: | 1432391 |
| ZIP code: | 10005 |
| County: | New York |
| Place of Formation: | New York |
| Address: | C T CORPORATION SYSTEM, 28 LIBERTY ST., NEW YORK, NY, United States, 10005 |
| Principal Address: | 290 Woodcliff Drive, Fairport, NY, United States, 14450 |
Shares Details
Shares issued 1000
Share Par Value 0
Type NO PAR VALUE
| Type | Company Name | Company Number | State |
|---|---|---|---|
| Headquarter of | MANNING & NAPIER INVESTOR SERVICES, INC., MINNESOTA | a61d71b9-add4-e011-a886-001ec94ffe7f | MINNESOTA |
| Headquarter of | MANNING & NAPIER INVESTOR SERVICES, INC., FLORIDA | F92000000995 | FLORIDA |
| CIK number | Mailing Address | Business Address | Phone | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 862060 | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450 | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450 | (585) 325-6880 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2024-02-29 |
| Reporting date | 2023-12-31 |
| File | View File |
Filings since 2023-02-28
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2023-02-28 |
| Reporting date | 2022-12-31 |
| File | View File |
Filings since 2022-02-24
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2022-02-24 |
| Reporting date | 2021-12-31 |
| File | View File |
Filings since 2021-03-03
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2021-03-03 |
| Reporting date | 2020-12-03 |
| File | View File |
Filings since 2020-03-02
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2020-03-02 |
| Reporting date | 2019-12-31 |
| File | View File |
Filings since 2019-03-01
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2019-03-01 |
| Reporting date | 2018-12-31 |
| File | View File |
Filings since 2018-03-01
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2018-03-01 |
| Reporting date | 2017-12-31 |
| File | View File |
Filings since 2017-03-15
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2017-03-15 |
| Reporting date | 2016-12-31 |
| File | View File |
Filings since 2016-02-29
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2016-02-29 |
| Reporting date | 2015-12-31 |
| File | View File |
Filings since 2015-03-02
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2015-03-02 |
| Reporting date | 2014-12-31 |
| File | View File |
Filings since 2014-02-28
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2014-02-28 |
| Reporting date | 2013-12-31 |
| File | View File |
Filings since 2013-03-08
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2013-03-08 |
| Reporting date | 2012-12-31 |
| File | View File |
Filings since 2012-02-29
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2012-02-29 |
| Reporting date | 2011-12-31 |
| File | View File |
Filings since 2011-08-04
| Form type | FOCUSN/A |
| File number | 008-42468 |
| Filing date | 2011-08-04 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2011-08-04
| Form type | X-17A-5/A |
| File number | 008-42468 |
| Filing date | 2011-08-04 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2011-02-28
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2011-02-28 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2011-02-28
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2011-02-28 |
| Reporting date | 2010-12-31 |
| File | View File |
Filings since 2010-02-26
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2010-02-26 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2010-02-26
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2010-02-26 |
| Reporting date | 2009-12-31 |
| File | View File |
Filings since 2009-02-26
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2009-02-26 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2009-02-26
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2009-02-26 |
| Reporting date | 2008-12-31 |
| File | View File |
Filings since 2008-02-28
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2008-02-28 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2008-02-28
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2008-02-28 |
| Reporting date | 2007-12-31 |
| File | View File |
Filings since 2007-02-28
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2007-02-28 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2007-02-28
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2007-02-28 |
| Reporting date | 2006-12-31 |
| File | View File |
Filings since 2006-03-22
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2006-03-22 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2006-03-22
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2006-03-22 |
| Reporting date | 2005-12-31 |
| File | View File |
Filings since 2005-02-28
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2005-02-28 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2005-02-28
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2005-02-28 |
| Reporting date | 2004-12-31 |
| File | View File |
Filings since 2004-03-01
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2004-03-01 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2004-03-01
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2004-03-01 |
| Reporting date | 2003-12-31 |
| File | View File |
Filings since 2003-03-03
| Form type | FOCUSN |
| File number | 008-42468 |
| Filing date | 2003-03-03 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2003-03-03
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2003-03-03 |
| Reporting date | 2002-12-31 |
| File | View File |
Filings since 2002-03-01
| Form type | X-17A-5 |
| File number | 008-42468 |
| Filing date | 2002-03-01 |
| Reporting date | 2001-12-31 |
| File | View File |
| Name | Role | Address |
|---|---|---|
| C T CORPORATION SYSTEM | Agent | 28 LIBERTY ST., NEW YORK, NY, 10005 |
| Name | Role | Address |
|---|---|---|
| MANNING & NAPIER INVESTOR SERVICES, INC. | DOS Process Agent | C T CORPORATION SYSTEM, 28 LIBERTY ST., NEW YORK, NY, United States, 10005 |
| Name | Role | Address |
|---|---|---|
| SCOTT MORABITO | Chief Executive Officer | 290 WOODCLIFF DRIVE, FAIRPORT, NY, United States, 14450 |
| Start date | End date | Type | Value |
|---|---|---|---|
| 2024-03-19 | 2024-03-19 | Address | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Chief Executive Officer) |
| 2022-03-28 | 2024-03-19 | Shares | Share type: PAR VALUE, Number of shares: 10000000, Par value: 0.01 |
| 2020-03-02 | 2024-03-19 | Address | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Chief Executive Officer) |
| 2019-01-28 | 2024-03-19 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Service of Process) |
| 2019-01-28 | 2024-03-19 | Address | 28 LIBERTY ST., NEW YORK, NY, 10005, USA (Type of address: Registered Agent) |
| 2018-02-01 | 2019-01-28 | Address | 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Registered Agent) |
| 2018-02-01 | 2019-01-28 | Address | 111 EIGHTH AVENUE, NEW YORK, NY, 10011, USA (Type of address: Service of Process) |
| 2016-03-03 | 2020-03-02 | Address | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Chief Executive Officer) |
| 2010-04-01 | 2016-03-03 | Address | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Chief Executive Officer) |
| 2010-04-01 | 2018-02-01 | Address | 290 WOODCLIFF DRIVE, FAIRPORT, NY, 14450, USA (Type of address: Service of Process) |
| Filing Number | Date Filed | Type | Effective Date |
|---|---|---|---|
| 240319000260 | 2024-03-19 | BIENNIAL STATEMENT | 2024-03-19 |
| 220302001450 | 2022-03-02 | BIENNIAL STATEMENT | 2022-03-02 |
| 200302060962 | 2020-03-02 | BIENNIAL STATEMENT | 2020-03-01 |
| SR-18285 | 2019-01-28 | CERTIFICATE OF CHANGE (BY AGENT) | 2019-01-28 |
| SR-18284 | 2019-01-28 | CERTIFICATE OF CHANGE (BY AGENT) | 2019-01-28 |
| 180305007316 | 2018-03-05 | BIENNIAL STATEMENT | 2018-03-01 |
| 180201000168 | 2018-02-01 | CERTIFICATE OF CHANGE | 2018-02-01 |
| 160303006153 | 2016-03-03 | BIENNIAL STATEMENT | 2016-03-01 |
| 140311007150 | 2014-03-11 | BIENNIAL STATEMENT | 2014-03-01 |
| 120319002760 | 2012-03-19 | BIENNIAL STATEMENT | 2012-03-01 |
Date of last update: 05 Jan 2025
Sources: New York Secretary of State
