Michael Stephen Mack
Investment adviser representative at Mack Investment Securities, Inc.
10 yearsExperience
4 statesRegistered in
CFP® certificationDesignation
$302.6MFirm 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 feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Market timing
Experience
10 years in the industry.
- Mack Investment Securities, Inc.Mar 2020 to now
- NAMay 2019 to Mar 2020
- JP Morgan Chase BankJun 2016 to May 2019
- JP Morgan Securities, LLCJun 2016 to May 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 4 states (CA, CO, IL, MI).
Mack Investment Securities, Inc.
$302.6MAssets managed
673Clients
7Advisers
39 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
- 4814988
- Firm CRD
- 17643