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Advisors / Washington / Seattle
31yrs

Steven Manger

Financial advisor at Merrill

Steven Manger is a fiduciary financial advisor in Seattle, Washington, with 31 years in the industry. Steven joined Merrill in 2012, after a year at LPL Financial and a year at HSBC Securities (usa). Merrill offers investment management, retirement plan consulting, and selecting outside investment managers and is paid through a percentage of assets, flat fees, and commissions.

One of 1981 advisors with offices in Seattle, and one of 1838 fiduciaries.

Seattle, WA 98103Top 13% by experience in WashingtonFiduciary advisor
Call MerrillDirections

At a glance

Experience31 years (since 1995)
How that compares ?Top 13% by experience in Washington
Office3601 Stone Way N, Seattle, WA 98103
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$860,085
Advisors at the firm25,559
States licensed ?2 states

Services through Merrill

Investment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2012 – now
    MerrillCurrent firm
  2. Jun 2011 – Aug 2012
  3. Feb 2010 – Apr 2011
  4. 1998 – 2009
    Banc of America Investment Services, Inc.Previously

Questions to ask Steven

Tailored to Steven’s registration and firm.

  1. What's your succession plan, and who would work with me if you retire?
  2. At a firm this size, will I work with you directly or with a service team?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Steven

How do I contact Steven?

Call Merrill at (800) 637-7455 and ask for Steven Manger. Steven works from the Seattle, WA office.

How long has Steven been a financial advisor?

Steven has been in the industry since 1995, about 31 years. Top 13% by experience in Washington.

What licenses does Steven hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Steven a fiduciary?

Steven is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Steven paid?

Merrill reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Steven for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

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