Steven Michael Rezzelle

Employer firm

Manchester Financial Inc CRD 106071

$1.05B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CONSULTING SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• 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