Investment adviser representative · Tulip Financial Planning LLC
Stephen Mandracchia
CRD 6921757 · Harvest, AL
At a glance
Stephen Mandracchia is an investment adviser representative with Tulip Financial Planning LLC in Harvest, AL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Stephen’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Tulip Financial Planning LLCSince May 2025Harvest, AL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Stephen’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.