Stephen John Mansi

Employer firm

Ae Wealth Management, LLC CRD 282580

$49.8B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2019 → Present
  Ae Wealth Management, Llc
  Topeka, KS
• 10/2019 → Present
  Massey & Associates, Inc.
  Warwick, RI
• 05/2018 → 12/2020
  Healthcare Solutions Team
  Plymouth, MA
• 07/2016 → 10/2019
  Mansi Insurance Agency
  Swansea, MA
• 03/2017 → 08/2017
  Pepsico
  Braintree, MA
• 03/2019 → 06/2019
  Combined Insurance Company
  Northborough, MA

Other Businesses

1.) Massey and Associates, Inc.; YES INVESTMENT RELATED; 250 F Centerville Road, Warwick, RI 02886; INSURANCE SALES; Financial Advisor; START DATE 10/2019; APPROX 160 HRS/MONTH; APPROX 160 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-02-26

Designations

• Certified Financial Planner

Other Names

• Steve Mansi
• Stephen John Mansi