Investment adviser representative · Manchester Financial Inc.
Steven M. Rezzelle
CRD 5916575 · Westlake Village, CA
At a glance
Steven M. Rezzelle is an investment adviser representative with Manchester Financial Inc. in Westlake Village, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Steven’s SEC record dates to 2019, about 7 years ago.
Current advisory firm
- Manchester Financial Inc.Since April 2021Westlake Village, CA · $1.0B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Steven’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
- 1 firmLocked
- 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
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
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.
More at Manchester Financial Inc.
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- Steven ScottWestlake Village
- Mark WeidermanWestlake Village
- Franklin S. WhitehouseWestlake Village
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