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Steven Brian Milstein

MacK Investment Securities, Inc.

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About Steven Brian Milstein

Steven Brian Milstein is a financial advisor with over 30 years of experience in the industry. Steven Milstein is currently registered with Mack Investment Securities, Inc. in Illinois. Previously, Steven Milstein was registered with Sun Investment Services Company in Massachusetts. Steven Milstein has passed the Series 6, Series 63, Series 65 and SIE exams. Steven Milstein specializes in providing financial planning, market timing services and portfolio management for individuals.

Firm Information

Steven Milstein is currently registered with MacK Investment Securities, Inc.. MacK Investment Securities, Inc. is a corporation that has been in business since 1986. The firm is headquartered in Northfield, IL and offers financial planning, market timing services, and publication of periodicals. They also provide portfolio management for individuals and selection of other advisers. MacK Investment Securities, Inc. manages approximately $221,655,455 in assets. They are registered with the SEC and in 24 states.
MacK Investment Securities, Inc.

211 WAUKEGAN ROAD

NORTHFIELD, IL 60093

$221.66M

Assets Under Management

Not reported

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Steven Milstein’s Registration & Firm History

IL

07/20/1998 - Present

MacK Investment Securities, Inc. (LINCOLNSHIRE IL)

MA

01/20/1992 - 04/18/1995

SUN INVESTMENT SERVICES COMPANY (WELLESLEY HILLS MA)

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Licenses & Designations

IA

Issued 08/25/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/09/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Brian Milstein.
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