Stefan MangoneCRD Number: 6068133
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated
Stefan Mangone (CRD# 6068133) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Wellington, FL and has over 4 years of experience in the finance industry.
Castle Wealth Management
United Capital Financial Advisers
Indian River Financial Group, Inc.
|Bank Of America, N.a.||Chula Vista, CA||Feb 2016 - Current||1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Chula Vista, CA||Feb 2016 - Current||1|
|Unemployed||Palm Beach Gardens, FL||Nov 2015 - Feb 2016||< 1|
|Sanford C. Bernstein & Company, LLC||West Palm Beach, FL||Oct 2014 - Nov 2015||1|
|Pnc Bank||Pittsburgh, PA||Feb 2014 - Oct 2014||< 1|
|Pnc Investments||Pittsburgh, PA||Feb 2014 - Oct 2014||< 1|
|Evershore Financial Group||Plam Beach Gardens, FL||May 2012 - Jan 2014||1|
|Securian Financial Services Inc.||St. Paul, MN||May 2012 - Jan 2014||1|
|Minnesota Life||St. Paul, MN||May 2012 - Jan 2014||1|
|Self Employed||Hobe Sound, FL||Aug 2011 - Dec 2013||2|
|Securian Financial Services Inc.||St. Paul, MN||May 2012 - May 2012||< 1|
|Renny & Reed||Hobe Sound, FL||Nov 2011 - May 2012||< 1|
|Edward Jones||Jupiter, FL||Nov 2011 - Mar 2012||< 1|
|Matsoukis Contracting Inc.||Hobe Sound, FL||May 2011 - Aug 2011||< 1|
|University Of South Florida||Tampa, FL||Aug 2007 - Aug 2011||4|
|Florida Roofing Services LLC||Hobe Sound, FL||May 2010 - Jul 2010||< 1|
|Trinscape Landscaping||Tampa, FL||Mar 2009 - Sep 2009||< 1|
|Elite Contracting Inc.||Jupiter, FL||May 2007 - Jul 2007||< 1|
|Jupiter Fitness Center||Jupiter, FL||Feb 2007 - May 2007||< 1|
|South Fork High School||Stuart, FL||Aug 2003 - May 2007||3|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2012|
Total Assets Under Management575,342MILLIONS
Total Number of Accounts1,715,259ACCOUNTS
Average Account Value$335,425
- 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 pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
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