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Steven Scott

Manchester Financial Inc

Westlake Village, CA

CRD 5932414

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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:

Current Employers
Manchester Financial Inc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-02-27
CA RA APPROVED 2015-06-09
  • TX RA
    APPROVED_RES
    Since 2024-02-27
  • CA RA
    APPROVED
    Since 2015-06-09

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
Manchester Financial, Inc Westlake Village CA 05/2014 Present
Previous Registrations
Other Businesses

02/2012 Independent Licensed insurance Agent; Investment Related; Westlake Village, CA; Life,Health & Accident, Var Life & Var Annuity

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-08-29
  • S66 Uniform Combined State Law Examination
    2011-08-29
Other Names
  • Steven John Scott

View on SEC IAPD

Nearby Firms

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EAGLE STRATEGIES LLC
RKS MANAGEMENT, INC.

Nearby Investors

Seth Christian Catanese
FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro

Nearby Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WESTLAKE VILLAGE, CA
EAGLE STRATEGIES LLC · WESTLAKE VILLAGE, CA
RKS MANAGEMENT, INC. · WESTLAKE VILLAGE, CA

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