Stephen Mantzouris (CRD# 4616409) is an Investment Advisor Representative working at Liberty Wealth Management, LLC in Oakland, CA and has over 21 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
Company Name | Location | Dates | Years |
---|---|---|---|
Liberty Wealth Management, LLC | Oakland, CA | Aug 2019 - Current | 4 |
The Independent Advisors | Pleseanton, CA | May 2019 - Current | 4 |
Lifetime Planning Marketing, Inc. | Oakland, CA | May 2010 - Current | 13 |
Infinity Financial Services | Oakland, CA | Sep 2021 - Nov 2023 | 2 |
Liberty Group, LLC | Oakland, CA | Sep 2019 - Sep 2020 | 1 |
Axa Advisors | San Francisco, CA | Jun 2017 - Jan 2020 | 2 |
O'donnell Financial Services, LLC | San Rafael, CA | Nov 2017 - May 2019 | 1 |
Berkshire Hathaway | Pleasanton, CA | Feb 2017 - Oct 2018 | 1 |
Wyndham Resort | San Francisco, CA | Mar 2015 - Jul 2016 | 1 |
Fremont Of Toyota | Fremont, CA | Mar 2015 - Jun 2016 | 1 |
Lg Financial & Insurance Services | Oakland, CA | May 2010 - May 2015 | 5 |
Liberty Group, LLC | Oakland, CA | May 2010 - May 2015 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2003 |
- CA
-
Total Assets Under Management1,223MILLIONS
-
Total Number of Accounts3,414ACCOUNTS
-
Average Account Value$358,166
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AZ, CA, CO, FL, ID, IL, MI, NC, NH, NV, NY, OR, TN, TX, VA, WA
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