Stephanie Bucko has been CIO, CCO of Mana Financial Life Design since July 2018, is a control person of the firm and directly owns under 5% of it.
Mana Financial Life Design, LLC is a firm with $106M under management, 133 clients and 3 advisers across 2 offices, as of its March 2026 filing.
Stephanie Bucko is Chief Investment Officer, Co-founder and Lead Advisor of Mana. She leads Mana's portfolio management capabilities and is the lead strategist for stock compensation, investments and tax. Before founding Mana, she was a risk manager at Man Group, following earlier work auditing hedge funds at PricewaterhouseCoopers, and she launched Mana with Cristina Livadary in 2018.
Stephanie Bucko’s longest registration is the current one, 8 years at Mana Financial Life Design since 2018. Before joining Mana Financial Life Design in 2018, Stephanie Bucko was registered through Finwell, Inc. and Black Swift Group, LLC.
- Mana Financial Life DesignCurrent– present · 8 yearsGlendale, CA · Adviser representative · Firm CRD 298277
- Finwell, Inc.– · under a yearEncino, CA · Adviser representative · Firm CRD 289916
- Black Swift Group, LLC– · under a yearDenver, CO · Adviser representative · Firm CRD 286084
Professional designations
Listed by Mana Financial Life Design
- Certified Public Accountant (CPA)
- Chartered Financial Analyst (CFA®)
Investment adviser representative registrations
Stephanie Bucko is registered as an investment adviser representative in 3 states, as a resident of Texas. The first approvals date from August 2018; the most recent is New York, in October 2021.
- CaliforniaSince 21 August 2018
- New YorkSince 6 October 2021
- TexasResidentSince 16 August 2019
Examinations
No examinations are on Stephanie Bucko’s record.
- Full name
- Stephanie Charlene Bucko
- CRD
- 5204309
- Firm
- Mana Financial Life Design · CRD 298277
- Role
- CIO, CCO
- Office
- Glendale, CA
- Registration
- Investment adviser registration
- In the industry since
- August 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- manafld.com
Where does Stephanie Bucko work?
Stephanie Bucko has been CIO, CCO of Mana Financial Life Design, LLC since July 2018, and is a control person of the firm.
Is Stephanie Bucko a financial advisor?
Yes. Stephanie Bucko has a current investment-adviser registration in California, New York and Texas, through Mana Financial Life Design since August 2018.
How many years of experience does Stephanie Bucko have?
Stephanie Bucko has 9 years in the financial industry, since August 2017, across 3 adviser firms.
Where did Stephanie Bucko work before Mana Financial Life Design?
Before Mana Financial Life Design, Stephanie Bucko was registered through Finwell, Inc., January 2018 to August 2018; Black Swift Group, LLC, February 2017 to July 2017.
Where is Stephanie Bucko based?
Stephanie Bucko’s registered office is in Glendale, CA.
Is Stephanie Bucko registered with FINRA?
No. Stephanie Bucko has no current broker registration.
Is Stephanie Bucko a CFA charterholder?
Mana Financial Life Design lists Stephanie Bucko with the CFA credential (“Chartered Financial Analyst (CFA®)”) on its website. CFA Institute confirms certification status.
How can I verify Stephanie Bucko’s record?
Search CRD 5204309 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Stephanie Bucko’s full registration record.