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Stephen John Mansi

Ae Wealth Management, LLC

Warwick, RI

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Current Employers
Ae Wealth Management, Llc

2950 Sw Mcclure Road Suite B, Topeka, KS 66614 • United States

Current Registrations

AuthorityCategoryStatusDate
RI RA APPROVED 2019-11-01
  • RI RA
    APPROVED
    Since 2019-11-01

Branch Locations

250F Centerville Rd, Warwick, RI 02886 • 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
Ae Wealth Management, Llc Topeka KS 11/2019 Present
Massey & Associates, Inc. Warwick RI 10/2019 Present
Healthcare Solutions Team Plymouth MA 05/2018 12/2020
Mansi Insurance Agency Swansea MA 07/2016 10/2019
Pepsico Braintree MA 03/2017 08/2017
Combined Insurance Company Northborough MA 03/2019 06/2019
  • 11/2019 → Present
    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
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-26
  • S63 Uniform Securities Agent State Law Examination
    1997-02-26
Designations
Other Names
  • Steve Mansi
  • Stephen John Mansi

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