Steven Michael Rezzelle

Manchester Financial INC

13 Years of Experience

May Earn CommissionSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningHigh Net Worth

Manchester Financial INC

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

11 advisors

Number of Clients

1,007 clients

Average Client Portfolio

$940K average

Assets Under Management

$946.8M

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

2815 Townsgate Road, Suite 100, Westlake Village, CA, 91361

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Steven is an independent licensed insurance agent since 2020, offering life, health & accident, variable life, and variable annuity products.

Employment History

Current Registrations

Manchester Financial INC

April 2021 - Present · 4 yrs 10 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

May 2019 - April 2021 · 1 yr 11 mos

Fidelity Brokerage Services LLCBroker

April 2019 - April 2021 · 2 yrs

Securities America, INC.Broker

April 2018 - April 2019 · 1 yr

Hefren-Tillotson, INC.Broker

October 2016 - March 2018 · 1 yr 5 mos

Scottrade, INC.Broker

September 2012 - October 2016 · 4 yrs 1 mo

State Registrations2 states

CATX

Advisor

Exams

No exam information available for this advisor.