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Inactive

Steven Michael Rezzelle

Manchester Financial Inc

Westlake Village, CA

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Current Employers
Manchester Financial Inc

2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-31
CA RA APPROVED 2021-04-13
  • TX RA
    APPROVED_RES
    Since 2025-05-31
  • CA RA
    APPROVED
    Since 2021-04-13

Branch Locations

2815 Townsgate Road Suite 100, Westlake Village, CA 91361 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Scottrade, Inc. Pittsburgh PA 05/2012 10/2016
Hefren-Tillotson, Inc. Pittsburgh PA 10/2016 03/2018
Securities America, Inc. Palm Dessert CA 03/2018 03/2019
Fidelity Investments Torrance CA 04/2019 04/2021
Manchester Financial Inc Westlake Village CA 03/2021 Present
  • 05/2012 → 10/2016
    Scottrade, Inc.
    Pittsburgh, PA
  • 10/2016 → 03/2018
    Hefren-Tillotson, Inc.
    Pittsburgh, PA
  • 03/2018 → 03/2019
    Securities America, Inc.
    Palm Dessert, CA
  • 04/2019 → 04/2021
    Fidelity Investments
    Torrance, CA
  • 03/2021 → Present
    Manchester Financial Inc
    Westlake Village, CA
Previous Registrations
  • 2019-05-29 → 2021-04-25
    Fidelity Personal And Workplace Advisors
    Torrance, CA
Other Businesses

01/2020 Independent Licensed insurance Agent; Investment Related; Westlake Village, CA; Life, Health & Accident, Var Life & Var Annuity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-05-21
S63 Uniform Securities Agent State Law Examination 2012-10-05
  • S66 Uniform Combined State Law Examination
    2019-05-21
  • S63 Uniform Securities Agent State Law Examination
    2012-10-05
Other Names
  • Steven Michael Rezzelle
  • Steven Rezzelle

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA
MERCER GLOBAL ADVISORS INC. · Westlake Village, CA
LPL FINANCIAL LLC · WESTLAKE VILLAGE, CA
MML INVESTORS SERVICES, LLC · WESTLAKE VILLAGE, CA
EDWARD JONES · Westlake Village, CA
CARMANDALIAN FINANCIAL GROUP, LLC · WESTLAKE VILLAGE, CA

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