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RIA / WealthAdvisorCertified Financial Planner12 years in industry

Stephen Mandracchia

Advisor at TULIP FINANCIAL PLANNING LLC

HARVEST, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d5754222-d7ef-fd60-1486-bf3f7e412f50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 2:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Mar 5, 2020 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: TULIP FINANCIAL PLANNING LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Apr 27, 2018
First registration: Mar 5, 2020
Dual registered: no
IAPD individual key: 6921757

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
TULIP FINANCIAL PLANNING LLC	State registered	May 13, 2025	n/a	yes	HARVEST, AL	Current employment
Entrewealth	Independent wealth	Feb 27, 2025	Apr 2, 2025	no	AUSTIN, TX\|Phoenix, AZ	Previous registration
DEW WEALTH MANAGEMENT	Independent wealth	Sep 22, 2023	Feb 19, 2025	no	SCOTTSDALE, AZ	Previous registration
IRONWOOD INVESTMENT COUNSEL, LLC	Independent wealth	May 15, 2023	Nov 28, 2023	no	SCOTTSDALE, AZ	Previous registration
MORGAN STANLEY	Wirehouse	Mar 5, 2020	Nov 12, 2020	no	GILBERT, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
Entrewealth	TULIP FINANCIAL PLANNING LLC	Apr 2, 2025	May 13, 2025	41	Firm change	RIA to state RIA
DEW WEALTH MANAGEMENT	Entrewealth	Feb 19, 2025	Feb 27, 2025	8	Firm change	RIA to RIA
IRONWOOD INVESTMENT COUNSEL, LLC	DEW WEALTH MANAGEMENT	Nov 28, 2023	Sep 22, 2023	-67	Firm change after gap	RIA to RIA
MORGAN STANLEY	IRONWOOD INVESTMENT COUNSEL, LLC	Nov 12, 2020	May 15, 2023	914	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (5)

→ TULIP FINANCIAL PLANNING LLCRegistered adviserregistration: current employment
May 13, 2025 to presentfactForm ADV
→ ENTREWEALTHRegistered adviserregistration: previous registration
Feb 27, 2025 to Apr 2, 2025factForm ADV
→ DEW WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Sep 22, 2023 to Feb 19, 2025factForm ADV
→ IRONWOOD INVESTMENT COUNSEL, LLCRegistered adviserregistration: previous registration
May 15, 2023 to Nov 28, 2023factForm ADV
→ MORGAN STANLEYRegistered adviserregistration: previous registration
Mar 5, 2020 to Nov 12, 2020factForm ADV

Dated events

Occurred
Apr 2, 2025
Advisor changed firm
Stephen Mandracchia left Entrewealth for Tulip Financial Planning Llc (registered 2025-05-13)
Form ADVobserved 4 days ago
Occurred
Feb 19, 2025
Advisor changed firm
Stephen Mandracchia left Dew Wealth Management for Entrewealth (registered 2025-02-27)
Form ADVobserved 4 days ago
Occurred
Nov 28, 2023
Advisor changed firm
Stephen Mandracchia left Ironwood Investment Counsel, Llc for Dew Wealth Management (registered 2023-09-22)
Form ADVobserved 4 days ago