Steven
Glick
Mjp Wealth Advisors
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About this Advisor
Steven Glick is a certified financial planner and chartered financial consultant who works out of Farmington, Connecticut who has 15 years of industry experience. Glick currently works for Mjp Wealth Advisors. Their career trajectory has included roles at American Business, Arete Wealth Management LLC, Mjp Associates, Inc and Royal Alliance Associates, Inc. Glick maintains a Series 63 license, designating them as a securities broker, and can operate in Connecticut. Mjp Wealth Advisors is an advisory business that has its headquarters in Farmington, CT. The investment advisory business has a total of 10 people on staff. It handles $853 million in assets among its 2,239 customer accounts, making it one of the bigger firms in the nation by assets under management. The firm serves five charities and foundations. Of its 2,239 customer accounts, 31% are associated with high-net-worth individuals who have greater than $1 million in assets. Mjp Wealth Advisors provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and other services. Financial advisory fee schedules usually depend on which service is provided. However, fees billed by Mjp Wealth Advisors likely consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mjp Wealth Advisors Brokerage Details
$853,430,240
10
2,239
$381,166
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Other
Steven Glick Work History
Steven has been registered as a financial advisor for 15 years.*
Arete Wealth Management LLC
Mjp Associates, Inc
American Business
Royal Alliance Associates, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Steven Glick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Mjp Wealth Advisors
Farmington, CT
Farmington, CT
Westport, CT
Farmington, CT
Farmington, CT
Westport, CT
Farmington, CT
Farmington, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
