Steven Frank Manfredonia
Investment adviser representative at Bip Wealth, LLC
13 yearsExperience
1 stateRegistered in
$5.3BFirm assets
18 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Bip Wealth, LLCJan 2023 to now
- Wells Fargo Clearing Services, LLCDec 2022 to Jan 2023
- Allworth FinancialMar 2022 to Dec 2022
- Aw SecuritiesMar 2022 to Dec 2022
- Self-employedMay 2021 to Mar 2022
- Tdameritrade, Inc.Jan 2013 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
State registrations
Registered as an investment adviser representative in 1 state (GA).
Bip Wealth, LLC
$5.3BAssets managed
3,146Clients
63Advisers
18 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2326912
- Firm CRD
- 143208