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Seth Christian Catanese

Manchester Financial Inc

Westlake Village, CA

CRD 6788769

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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 2024-02-26
CA RA APPROVED 2017-06-12
  • TX RA
    APPROVED
    Since 2024-02-26
  • CA RA
    APPROVED
    Since 2017-06-12

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 05/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-12
  • S65 Uniform Investment Adviser Law Examination
    2017-06-12
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

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

Nearby Investors

FRANKLIN SCHENECK WHITEHOUSE
LAURA JO Navarro
STEVEN MICHAEL REZZELLE

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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