Steven Eric Glick
Investment adviser representative at Mjp Wealth Advisors
24 yearsExperience
1 stateRegistered in
ChFC®, CFP® certificationDesignations
$1.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
24 years in the industry.
- Integrity Alliance, LLCJan 2026 to now
- Mjp Wealth AdvisorsMay 2008 to now
- Mjp Associates, IncApr 2008 to now
- American BusinessApr 2002 to now
- Arete Wealth Management LLCMar 2018 to Dec 2025
- Royal Alliance Associates, Inc.Aug 2003 to Mar 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
State registrations
Registered as an investment adviser representative in 1 state (CT).
Mjp Wealth Advisors
Legal name: Mjp Associates, Inc.
$1.6BAssets managed
906Clients
12Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2916876
- Firm CRD
- 127654