Steven Chick, financial advisor Williamstown MA

Steven Chick

CRD Number: 2034932
Current Firm: Mml Investors Services, LLC

Steven Chick (CRD# 2034932) is an Investment Advisor Representative working at Mml Investors Services, LLC in Williamstown, MA and has over 34 years of experience in the finance industry.

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Company Name Location Dates Years
Mml Investors Services, LLC Williamstown, MA Nov 2011 - Current 12
Massmutual Life Insurance Company Williamstown, MA Oct 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 1990
S66 NASAA Uniform Combined State Law Examination May 2006
Contact Info for Steven E. Chick
Phone Number: (413)737-8400
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    58,787
    MILLIONS
  • Total Number of Accounts
    326,297
    ACCOUNTS
  • Average Account Value
    $180,164
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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