Steven Grzelka
Steven Grzelka is a registered investment advisor at MML Investors Services, LLC, based in Syracuse, NY, with 20 years of industry experience. Steven 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
125 E Jefferson St, Suite 800, Syracuse, NY, 13202-2566
Get directionsHistory
Regulatory History (1)
Customer Dispute
January 2017Other Business Activities
Steven is a sports official for football and lacrosse, dedicating minimal time to this activity. He is also the Vice President of CNY Center for Wealth Management, Financial Planning and Tax Strategies, where he spends about a quarter of his time on general accounting and tax preparation.
Employment History
Current Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Previous Registrations
Pinnacle Investments, LLCBroker
Cadaret, Grant & CO., INC.Broker
AXA Advisors, LLCBroker
State Registrations9 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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