Stephen Manzo (CRD# 1695116) is an Investment Advisor Representative working at Lincoln Investment in Fort Washington, PA and has over 30 years of experience in the finance industry.
CRD# 1272342
Lpl Financial LLC
CRD# 5910056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4640928
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lincoln Investment | Fort Washington, PA | May 2016 - Current | 8 |
| Valdes & Moreno, Inc. | Kansas City, MO | Nov 2012 - Current | 11 |
| Dautrich Seiler Financial Services, Inc. | Nazareth, PA | May 2011 - Current | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 1994 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2018 |
- FL
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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