Stephen MansiCRD Number: 1745138
Current Firm: Ae Wealth Management, LLC
Stephen Mansi (CRD# 1745138) is an Investment Advisor Representative working at Ae Wealth Management, LLC in Warwick, RI and has over 24 years of experience in the finance industry. Stephen Mansi has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Integrated Wealth Concepts LLC
Ameriprise Financial Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
|Ae Wealth Management, LLC||Topeka, KS||Nov 2019 - Current||2|
|Massey & Associates, Inc.||Warwick, RI||Oct 2019 - Current||2|
|Healthcare Solutions Team||Plymouth, MA||May 2018 - Dec 2020||2|
|Mansi Insurance Agency||Swansea, MA||Jul 2016 - Oct 2019||3|
|Combined Insurance Company||Northborough, MA||Mar 2019 - Jun 2019||< 1|
|Pepsico||Braintree, MA||Mar 2017 - Aug 2017||< 1|
|Honor Capital Finance-eti Finance||Sunrise, FL||Sep 2015 - Jul 2016||< 1|
|Us Premium Finance||Norcross, GA||Jan 2008 - Sep 2015||7|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Feb 1997|
Total Assets Under Management12,637MILLIONS
Total Number of Accounts103,801ACCOUNTS
Average Account Value$121,744
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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