# EDGAR Filing Document

**Accession Number:** 0000862060
**File Stem:** 0000862060-26-000001
**Filing Date:** 2026-2
**Character Count:** 2651
**Document Hash:** 74eccdec830d6ae1279218bad517cc2f
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000862060-26-000001.hdr.sgml**: 20260227

**ACCESSION NUMBER**: 0000862060-26-000001

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260227

**DATE AS OF CHANGE**: 20260227

**EFFECTIVENESS DATE**: 20260227

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** MANNING & NAPIER INVESTOR SERVICES, INC.
- **CENTRAL INDEX KEY:** 0000862060

**ORGANIZATION NAME:**
- **EIN:** 161371994
- **STATE OF INCORPORATION:** NY
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-42468
- **FILM NUMBER:** 26700543

**BUSINESS ADDRESS:**
- **STREET 1:** 290 WOODCLIFF DRIVE
- **CITY:** FAIRPORT
- **STATE:** NY
- **ZIP:** 14450
- **BUSINESS PHONE:** (585) 325-6880

**MAIL ADDRESS:**
- **STREET 1:** 290 WOODCLIFF DRIVE
- **CITY:** FAIRPORT
- **STATE:** NY
- **ZIP:** 14450

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** MANNING & NAPIER INVESTOR SERVICES INC                  /BD
- **DATE OF NAME CHANGE:** 20020619

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** FIDUCIARY BROKER SERVICES INC                           /BD
- **DATE OF NAME CHANGE:** 19900910

### Attached PDF Documents

**Attachment 1:** `confidmn.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000862060

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** No

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** MANNING & NAPIER INVESTOR SERVICES, INC.

**Business Address:** 290 WOODCLIFF DRIVE, FAIRPORT, MA, 14450

**Contact Person:** Carl Serra III

**Contact Phone:** 3394401333

### Independent Public Accountant Identification

**Accountant Name:** PricewaterhouseCoopers LLP

**Accountant Address:** 207 High Point Drive, suite 210, Victor, MA, 14564

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Scott Morabito**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **MANNING & NAPIER INVESTOR SERVICES, INC.**, as of **12-31-2025**, are true and correct.

**Signature:** Scott Morabito

**Title:** President