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Stephanie Ann Manchon

Edelman Financial Engines

Quincy, MA

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Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2023-11-07
  • MA RA
    APPROVED
    Since 2023-11-07

Branch Locations

1 Pine Hill Drive Suite 502, Quincy, MA 02169 • 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
Tiaa Waltham MA 06/2015 07/2018
Tiaa-Cref Individual & Institutional Services, Llc Waltham MA 06/2015 07/2018
Lion Street Financial, Llc Austin TX 07/2018 Present
Prw Wealth Management, Llc Quincy MA 07/2018 Present
Financial Engines Advisors L.L.C. Santa Clara CA 10/2023 Present
  • 06/2015 → 07/2018
    Tiaa
    Waltham, MA
  • 06/2015 → 07/2018
    Tiaa-Cref Individual & Institutional Services, Llc
    Waltham, MA
  • 07/2018 → Present
    Lion Street Financial, Llc
    Austin, TX
  • 07/2018 → Present
    Prw Wealth Management, Llc
    Quincy, MA
  • 10/2023 → Present
    Financial Engines Advisors L.L.C.
    Santa Clara, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-07-16
S63 Uniform Securities Agent State Law Examination 2009-09-25
  • S66 Uniform Combined State Law Examination
    2015-07-16
  • S63 Uniform Securities Agent State Law Examination
    2009-09-25
Other Names
  • Stephanie A Joyce
  • Stephanie Ann Joyce

View on SEC IAPD

Other Firms

FARTHER
AMERIPRISE FINANCIAL SERVICES, LLC
CAPITAL ANALYSTS
MML INVESTORS SERVICES, LLC
GRANITE ADVISORS LLC
CW ADVISORS, LLC
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Other Investors

CHRISTOPHER JAY VENETO
BRYAN TIMOTHY CAREY
SANDRA LEE LALOND
Surya Karen Sapra
TIMOTHY MCALOON
Brendan OSullivan
BRIAN WILLIAM OSULLIVAN
NATHAN JACOB BALDWIN

Other Offices

FARTHER · Quincy, MA
AMERIPRISE FINANCIAL SERVICES, LLC · Quincy, MA
CAPITAL ANALYSTS · QUINCY, MA
MML INVESTORS SERVICES, LLC · Quincy, MA
GRANITE ADVISORS LLC · QUINCY, MA
CW ADVISORS, LLC · Quincy, MA
PFS INVESTMENTS INC. · QUINCY, MA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Quincy, MA

More in Quincy, MA

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