Advisor at Sound Financial Center LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Sound Financial Center LLC
Location
Sequim, WA 98382
Credentials
Series 65
Industry experience
1 year
Steven Mangiameli is a financial advisor at Sound Financial Center in Sequim, WA, holding a Series 65 credential with one year of industry experience. Prior to his advisory role, he worked in tax preparation and IRS representation at SFC Tax Service, where he serves as an Enrolled Agent and Senior Tax Preparer. He has also been involved with the Port Angeles Academy of Music and Olympic Peninsula Home and Land, LLC. Sound Financial Center provides personalized financial planning and discretionary investment management for individuals, trusts, and estates. The firm integrates tax preparation services with advisory offerings and employs a fee-only model with no commission or product-sales affiliations.
0.75% annually
Tax preparation billed at $200 per hour
Account minimum: $50,000.00 Minimum fee: Minimum fee for tax preparation is $250.00 Fee-only: Firm is strictly fee-only; does not accept commissions or finder's fees.
121 West Bell Street
Sequim, WA 98382
Washington
Port Angeles Academy of Music
2016 - 2022 (6 years)
SFC Tax Service
2015 - Present (11 years)
Olympic Peninsula Home and Land, LLC
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Sequim, WA
Companion Portfolio Management
Series 63, Series 65
Sequim, WA
Sound Financial Center LLC
Series 65
Sequim, WA
Sound Financial Center LLC
Series 66
Sequim, WA
Martel Wealth Advisors, LLC
Series 66
Sequim, WA
Valic Financial Advisors
Series 63, Series 65
Sequim, WA
Calton & Associates, Inc.
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