Stephen Demchyk
Stephen Demchyk is a ChFC-designated registered investment advisor at MML Investors Services, LLC, based in Newtown Square, PA, with 24 years of industry experience. Stephen is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Retirement Planning. Their firm serves 454,836 clients with $120B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
16 Campus Blvd, Suite 200, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Stephen is the owner of Blue Hens, LLC, a partnership between two financial advisors where revenue and expenses flow through. He is also an insurance agent selling individual life insurance and owns 20% of SugarFoot Advisors, LLC, an operating entity for MassMutual and MMLIS business. These activities require minimal time.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Newsquare Capital, LLC
Msi Financial Services, INC.
Msi Financial Services, INC.Broker
New England Securities Corporation
New England SecuritiesBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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