William Gregory Holden
Investment Adviser Representative at Manning & Napier Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
William Gregory Holden is an investment adviser representative with Manning & Napier Advisors, LLC in St. Petersburg, FL, where they have been registered since 2009. They have worked in the securities industry since 2004 and have been registered with 4 firms, including B. C. Ziegler and Company and Robert W. Baird & Co. Incorporated. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida, New York, Ohio, and Texas.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Florida, New York, Ohio, Texas
- Broker:
19 states and territories
Arkansas, Colorado, Delaware, Florida, Illinois, Maryland, Massachusetts, New Hampshire, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Tennessee, Texas, Virginia, Wyoming
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Manning & Napier Investor Services, Inc.Mar 2009 – no end date reportedSt Petersburg, FL
- Manning & Napier Advisors, LLCMar 2009 – Aug 2019St Petersburg, FL
- Manning & Napier Advisors, LLCAug 2019 – Jul 2021St. Petersburg, FL
- Manning & Napier Advisors, LLCJul 2021 – no end date reportedFairport, NY
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Manning & Napier Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 44
- Offices listed on AdvisorFinder:
- 4
- Main office:
- Fairport, NY
- SEC file number:
- 801-10733
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 23, 2026
View full firm profileOther advisors at Manning & Napier Advisors, LLC
Showing 12 of 44 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. William Gregory Holden has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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