Steven
Aycock

Austin Money Management Corporation

CRD#3092096
Investment Advisor
in Austin, TX

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About this Advisor

Steven Aycock is a financial advisor based in Austin, Texas, working with Austin Money Management Corporation. Steven has previously held positions at New England Financial, New England Securities, Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, and Austin Money Management Corporation. Steven has passed the Series 63 regulatory exam and is registered to provide services in Texas. Currently, Steven is part of Austin Money Management Corporation, which operates out of Austin, Texas. The firm has 1 office and 1 employee. The firm manages assets totaling $213.8 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Austin Money Management Corporation includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

3907 Medical Parkway Suite 101
Austin, TX 78756

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Austin Money Management Corporation Brokerage Details

Total Assets Under Management

$213,825,655

TX Average: $3,042,739,679
Total Number of Employees

1

TX Average: 49
Total Number of Accounts

251

TX Average: 2,315
Average Account Size

$851,895

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services

Steven Aycock Work History

2018 - Present (6 years)

Austin Money Management Corporation

2017 - 2020 (3 years)

Mml Investors Services, LLC

2016 - 2020 (4 years)

Massachusetts Mutual Life Insurance Company

2015 - 2017 (2 years)

Metlife Securities Inc

1998 - 2015 (17 years)

New England Securities

1996 - 2015 (19 years)

New England Financial

Disclosures

Please visit the SEC profile of Steven Aycock 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 Austin Money Management Corporation

Steven Aycock
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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