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Stephanie C. Bucko

MANA FINANCIAL LIFE DESIGN
Glendale, CA
Some features on this profile are disabled
CRD#: 5204309
SB

Professional summary

Stephanie Charlene Bucko is a registered financial advisor currently at MANA FINANCIAL LIFE DESIGN located in Glendale, California.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Stephanie has worked at 3 firms .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
Stephanie Bucko is currently employed as Manager of Mana Management Partners, LLC. Stephanie's responsibilities include overseeing distribution of online education program. This activity accounts for approximately 10% of her time. Name of Other Business: Mana Management Partners dba Mana Money School Investment Related: No Nature of Business: Financial Education Courses Address: 4350 Via Dolce #110 Marina Del Rey CA 90292 Title: CIO (Chief Information Officer) Start Date: July 2018 Approximate # of hours per month: 5, 0 during securities trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Charlene Bucko's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

August 21, 2018 - Present

MANA FINANCIAL LIFE DESIGN

RIA
CRD#: 298277
Glendale, CA
Past

January 30, 2018 - August 7, 2018

FINWELL, INC.

RIA
CRD#: 289916
ENCINO, CA
Past

February 14, 2017 - July 30, 2017

BLACK SWIFT GROUP, LLC

RIA
CRD#: 286084
DENVER, CO

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(8/21/2018)
IAR
New York
(10/6/2021)
IAR
Texas
(8/16/2019)

Exams

Current Firm

MANA FINANCIAL LIFE DESIGN
MANA FINANCIAL LIFE DESIGN
MANA | MANA FLD | MANA FINANCIAL LIFE DESIGN, LLC | MANA FINANCIAL LIFE DESIGN

CRD#: 298277 / SEC#:

California
Registered Investment Advisory firm - (8/21/2018 Approved)
New York
Registered Investment Advisory firm - (10/6/2021 Approved)
Texas
Registered Investment Advisory firm - (8/15/2019 Conditional Restricted)
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Contact information

Main Address
Glendale, CA
Mailing Address
Phone number
(412) 721-3443
Established
Firm type
Fiscal year end
# of Employees
5

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts402
AUM (Assets Under Management)$ 66,646,864

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MANA FINANCIAL LIFE DESIGN

MANA FINANCIAL LIFE DESIGN

CRD#: 298277Glendale, CA

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