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Steven Wujczyk
31 Years of Experience
Birmingham, MI
1 DisclosureBroker
Steven Wujczyk is a registered investment advisor at Raymond James & Associates, INC., based in Birmingham, MI, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location
325 N. Old Woodward Ave., Suite 320, Birmingham, MI, 48009
Get directionsHistory
Regulatory History (1)
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Customer Dispute
June 2008Settled
Employment History
Current Registrations
Raymond James & Associates, INC.Broker
March 2008 - Present · 18 yrs 2 mos
Raymond James & Associates, INC.
March 2008 - Present · 18 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
May 2005 - March 2008 · 2 yrs 10 mos
UBS Financial Services INC.Broker
May 2005 - March 2008 · 2 yrs 10 mos
Wachovia Securities, LLCBroker
July 2003 - May 2005 · 1 yr 10 mos
Wachovia Securities, LLC
July 2003 - May 2005 · 1 yr 10 mos
Prudential Securities Incorporated
February 2001 - July 2003 · 2 yrs 5 mos
Prudential Securities IncorporatedBroker
February 2001 - July 2003 · 2 yrs 5 mos
Dean Witter Reynolds INC.Broker
March 1995 - February 2001 · 5 yrs 11 mos
State Registrations15 states
CACOFLILINKYMINCNYOHPATNTXWAWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.