SM
CFA
SM
CFA

Stephen Manzi

7 Years of Experience
Princeton, NJ
Broker

Stephen Manzi is a CFA-designated registered investment advisor at Blackrock Investment Management, LLC, based in Princeton, NJ, with 7 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 11,238 clients with $510B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
677 advisors
IM Fee
Planning only
Assets Under Management
$508.2B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1 University Square Drive, Princeton, NJ, 08540

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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.

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Other Business Activities

Stephen operates under the DBA Duphiney Financial Network for his LPL business. This activity is investment-related.

Employment History
Current Registrations
Blackrock Investment Management, LLC
March 2025 - Present · 1 yr 6 mos
Blackrock Investments, LLCBroker
March 2025 - Present · 1 yr 6 mos
Previous Registrations
LPL Financial LLCBroker
August 2022 - May 2024 · 1 yr 9 mos
LPL Financial LLC
July 2022 - May 2024 · 1 yr 10 mos
Rmr Wealth Builders, INC.
April 2021 - June 2022 · 1 yr 2 mos
Condor Capital Wealth Management
January 2018 - May 2021 · 3 yrs 4 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Stephen Manzi - Financial Advisor | TrueAdvisor