Steven F. Manfredonia
Professional summary
Steven Frank Manfredonia is a registered financial advisor currently at BIP WEALTH, LLC located in Atlanta, Georgia.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Steven has worked at 10 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 9, Series 10 and Series 8 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Steven Frank Manfredonia's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 6, 2023 - Present
BIP WEALTH, LLC
Office #1: 3575 Piedmont Rd, Ne Bldg 15, Suite 730, Atlanta, GA 30305December 22, 2022 - January 25, 2023
WELLS FARGO CLEARING SERVICES, LLC
December 22, 2022 - January 25, 2023
WELLS FARGO CLEARING SERVICES, LLC
April 5, 2022 - November 9, 2022
ALLWORTH FINANCIAL, L.P.
April 4, 2022 - November 9, 2022
AW SECURITIES
January 15, 2013 - December 31, 2020
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
January 15, 2013 - January 11, 2021
TD AMERITRADE, INC.
January 15, 2013 - January 11, 2021
TD AMERITRADE, INC.
November 2, 2010 - December 21, 2012
STRATEGIC ADVISERS LLC
October 28, 2010 - December 20, 2012
FIDELITY BROKERAGE SERVICES LLC
March 31, 2003 - February 10, 2010
CHARLES SCHWAB & CO., INC.
April 7, 1994 - February 10, 2010
CHARLES SCHWAB & CO., INC.
April 16, 1993 - February 15, 1994
F.N. WOLF & CO., INC.
Primary Firm SEC Registration
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/6/2023)
Exams
Series 99TO
Date: 1/2/2023
Operations Professional ExaminationSeries 8
Date: 8/14/1997
General Securities Sales Supervisor Examination (Options Module & General Module)Current Firm
BIP WEALTH, LLC
CRD#: 143208 / SEC#: 801-68882
Contact information
SEC notice filing (22 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 11,697 |
| AUM (Assets Under Management) | $ 4,460,675,379 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 01/28/2025 |
Red Flags
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