Stephen Ernest Mantzouris
Investment adviser representative at Liberty Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$1.7BFirm assets
8 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Liberty Wealth Management, LLCAug 2019 to now
- The Independent AdvisorsMay 2019 to now
- Lifetime Planning Marketing, Inc.May 2010 to now
- Infinity Financial ServicesSep 2021 to Nov 2023
- Liberty Group, LLCSep 2019 to Sep 2020
- O'donnell Financial Services, LLCNov 2017 to May 2019
- AXA AdvisorsJun 2017 to Jan 2020
- Berkshire HathawayFeb 2017 to Oct 2018
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (CA).
Liberty Wealth Management, LLC
$1.7BAssets managed
1,554Clients
23Advisers
8 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
- 4616409
- Firm CRD
- 286001