Invested Better
Unclaimed

Unclaimed

Unclaimed

Seth Christian Catanese

Manchester Financial Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Seth? Claim Your Profile

About Seth Christian Catanese

Seth Christian Catanese is a Certified Financial Planner™ professional with over 8 years of experience in the financial services industry. Seth is currently registered with Manchester Financial Inc. in California and Texas. Seth specializes in providing financial planning, portfolio management, and consulting services to individuals, families, and businesses. Seth is committed to providing his clients with personalized financial advice and strategies that are tailored to their unique needs and goals.

Firm Information

Seth Catanese is currently registered with Manchester Financial Inc.. Manchester Financial Inc. is an investment advisor based in WESTLAKE VILLAGE, CA. They have 5 licensed agents, 12 investment advisor representatives, and 12 individuals involved in investment advisory functions. They manage approximately $854,587,885 in assets for 2,304 accounts. They offer portfolio management services for individuals, businesses, and pension and profit-sharing plans, as well as financial planning and educational seminars. They do not have a wrap fee program.
Manchester Financial Inc.

2815 TOWNSGATE ROAD

WESTLAKE VILLAGE, CA 91361

$854.59M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

check

consulting services

Consulting services

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

commissions

Earned based on transactions or products sold.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Seth Catanese’s Registration & Firm History

CA

02/26/2024 - Present

Manchester Financial Inc. (WESTLAKE VILLAGE CA)

Not sure if Seth Christian Catanese is right for you?

Licenses & Designations

IA

Issued 06/12/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Seth Christian Catanese.
Not sure if Seth Christian Catanese is right for you?