Steven
Scott

Manchester Financial Inc

CRD#5932414
Investment Advisor
in Westlake Village, CA

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About this Advisor

Steven Scott is a financial advisor based in Westlake Village, California, working with Manchester Financial Inc. Steven has previously held a position at Manchester Financial, Inc. Steven has passed the Series 66 regulatory exam and is registered to provide services in California and Texas. Currently, Steven is part of Manchester Financial Inc, which operates out of Westlake Village, California. The firm has 2 offices and 19 employees. The firm manages assets totaling $854.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Manchester Financial Inc includes asset-based, hourly, commission-based, and performance-based fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Commissions, Performance-based Fees

Office Location

2815 Townsgate Road Suite 100
Westlake Village, CA 91361

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Manchester Financial Inc Brokerage Details

Total Assets Under Management

$854,587,885

CA Average: $7,578,581,321
Total Number of Employees

19

CA Average: 43
Total Number of Accounts

2,304

CA Average: 3,727
Average Account Size

$370,915

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Steven Scott Work History

2014 - Present (10 years)

Manchester Financial, Inc

Disclosures

Please visit the SEC profile of Steven Scott to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Manchester Financial Inc

Steven Scott
Westlake Village, CA
Janika Domingo
Westlake Village, CA
Laura Navarro
Westlake Village, CA
Franklin Whitehouse
Westlake Village, CA
Mark Weiderman
Westlake Village, CA
Steven Rezzelle
Westlake Village, CA
Seth Catanese
Westlake Village, CA
Mario Valverde
Westlake Village, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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