SM
Steven S. Mangiameli
SOUND FINANCIAL CENTER
SEQUIM, WA 98382
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CRD#: 8018153
SM
Professional summary
Steven S Mangiameli is a registered financial advisor currently at SOUND FINANCIAL CENTER located in Sequim, Washington.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Steven has worked at 1 firm and has passed the Series 65 exam.
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.
The Name of the Other Business: Joseph Mangiameli DBA SFC Tax Service The Business is not investment related The address of the business is 121 W Bell St Sequim, WA 98382 The business does tax preparation and IRS representation for individuals and businesses. My Title is Enrolled Agent / Senior Tax Preparer 07/15 is when I started working for the business I am salaried full-time year-round. February through April I work approximately 45 hours a week, and I work less than 40 hours per week the rest of the year. Please note that Joseph Mangiameli fully owns both SFC Tax Service and Sound Financial Center, and the two businesses are located in the same office building. My total hours between the two businesses will complement each other, not compete with each other. My duties include preparing and filing tax returns and responding to inquiries from the Internal Revenue Service.
CRS (Client Relationship Summary) - RIA
Click below to view Steven S Mangiameli'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®
NoneExperience
Current
January 19, 2025 - Present
SOUND FINANCIAL CENTER
Office #1: 121 West Bell Street, Sequim, WA 98382RIA
CRD#: 125767
SEQUIM, WA
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
Washington(1/19/2025)
Current Firm
SF
SOUND FINANCIAL CENTER
MANGIAMELI, JOSEPH F | SOUND FINANCIAL COMPANY | SOUND FINANCIAL CENTER, LLC | SOUND FINANCIAL CENTER
CRD#: 125767 / SEC#:
Washington
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Contact information
Main Address
121 West Bell Street, Sequim, WA 98382
Mailing Address
Phone number
(360) 683-4500
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 175 |
| AUM (Assets Under Management) | $ 72,657,110 |
Red Flags
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