Steven E. Glick
MJP WEALTH ADVISORS
FARMINGTON, CT 06032
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CRD#: 2916876
Steven Eric GlickMJP WEALTH ADVISORS
Professional summary
Steven Eric Glick, CFP®, ChFC®, who also goes by Steven E Glick, is a registered financial advisor currently at MJP WEALTH ADVISORS located in Farmington, Connecticut and INTEGRITY ALLIANCE, LLC. located in Plainview, New York.
Steven is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1998. Steven has worked at 7 firms and has passed the Series 63, SIE and Series 6 exams.
Aliases
Steven E Glick
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.AMERICAN BUSINESS POSITION: Consultant NATURE: American Business is a Life Insurance General Agency. INVESTMENT RELATED: No NUMBER OF HOURS: 140 SECURITIES TRADING HOURS: 140 START DATE: 04/01/2002 ADDRESS: 950 Peninsula Corp Circle, Suite 1008, Boca Raton FL 33487 DESCRIPTION: I'm a life insurance agent and use American Business to place all of my personal life, disability, long term care and annuity business. They pay my corporation, SEG Wealth Advisory Corp. My work at American Business involves consulting with clients of Financial Advisors at UBS and P&C Producers at Alliant. 2.ALLIANT INSURANCE SERVICES POSITION: Consultant NATURE: Alliant is an insurance broker for nearly all types of insurance from personal to business and employee benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 140 START DATE: 09/01/2012 ADDRESS: 32 Old Slip, 29th Floor, New York NY 10005 DESCRIPTION: I have 2 roles with Alliant. I place property and casualty insurance with them for individuals and businesses. I also work with their producers and clients on placing life, disability, long term care and fixed annuities. 3.SEG WEALTH ADVISORY CORP POSITION: Owner NATURE: I am the President, Owner and sole employee of SEG Wealth Advisory Corporation. The business has contracts with American Business, an Integrity Company, Alliant Insurance Services and Risk Strategies. I advise on and write life, disability, fixed annuities and long term care with American Business and Alliant. I write property and casualty insurance through Alliant and Risk Strategies. I also write group health and employee benefits with Ganun Insurance and PGM a Warner Pacific Company. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 140 START DATE: 02/01/2008 ADDRESS: 998C Old Country Road, Suite 285, Plainview NY 11803 DESCRIPTION: I consult on and write, life, disability, long term care, fixed annuities, property and casualty as well as health insurance and employee benefits. 4.RZH RISK MANAGEMENT POSITION: Owner NATURE: Property and Casualty Insurance consulting. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2020 ADDRESS: 18 School Street, Port Washington NY 11803, United States DESCRIPTION: I have not spent any time on this business. It has been inactive. 5.RSC INSURANCE BROKERAGE INC DBA RISK STRATEGIES: INSURANCE SALES; CONTRACTOR; START DATE - 01/2023; 5; 5; P&C BUSINESS; NOT INVESTMENT RELATED. 6.MJP ASSOCIATES POSITION: Consultant NATURE: MJP Associates, dba MJP Wealth Advisors is an RIA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 04/01/2008 ADDRESS: 74 Batterson Park Road, Suite 103, Farmington CT 06032 DESCRIPTION: I am a Wealth Advisor with MJP. All of the clients I service are done jointly with Brian Vendig, the owner and head of the investment committee. Brian holds discretionary authority on all accounts. I manage relationships and do new business development. 7.RISK STRATEGIES POSITION: Consultant NATURE: Risk Strategies is an insurance broker in nearly all lines of insurance from personal to business and employee benefits. INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 02/01/2009 ADDRESS: 333 Earle Ovington Blvd, Uniondale NY 11556, DESCRIPTION: I manage relationships and consult with an existing set of property and casualty clients. I have the ability to place new business as well.
CRS (Client Relationship Summary) - RIA
Click below to view Steven Eric Glick's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2001
Experience
Current
May 14, 2008 - Present
MJP WEALTH ADVISORS
Office #1: 74 Batterson Park Rd Suite 103, Farmington, CT 06032RIA
CRD#: 127654
FARMINGTON, CT
Current
January 27, 2026 - Present
INTEGRITY ALLIANCE, LLC.
RIA
BD
CRD#: 139627
PLAINVIEW, NY
Past
March 29, 2018 - December 22, 2025
ARETE WEALTH MANAGEMENT, LLC
BD
CRD#: 44856
CHICAGO, IL
Past
August 20, 2003 - October 16, 2003
OSAIC WEALTH, INC.
RIA
CRD#: 23131
FARMINGTON, CT
Past
August 19, 2003 - April 4, 2018
OSAIC WEALTH, INC.
BD
CRD#: 23131
FARMINGTON, CT
Past
April 25, 2002 - September 3, 2003
CAP PRO BROKERAGE SERVICES, INC.
BD
CRD#: 103953
COLUMBUS, OH
Past
February 5, 1998 - January 1, 2002
ROBERT W. BAIRD & CO. INCORPORATED
BD
CRD#: 8158
MILWAUKEE, WI
Past
February 5, 1998 - April 11, 2002
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MILWAUKEE, WI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MW
MJP WEALTH ADVISORS
MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS
CRD#: 127654 / SEC#: 801-63389
RIA
Registered Investment Advisory firm - (9/1/2004 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2004 Terminated)Massachusetts
Registered Investment Advisory firm - (7/13/2007 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(1/27/2026)
IAR
Connecticut(5/14/2008)
RR
Connecticut(1/27/2026)
RR
Florida(1/27/2026)
RR
New Hampshire(1/27/2026)
RR
New Jersey(1/27/2026)
RR
New York(1/27/2026)
RR
North Carolina(1/27/2026)
RR
Texas(1/27/2026)
RR
Virginia(1/27/2026)
Exams
What does exam status mean?
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
RR
Series 6
Passed: 2/3/1998
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA
Current Firm
MW
MJP WEALTH ADVISORS
MJP ASSOCIATES, INC. | MJP WEALTH ADVISORS
CRD#: 127654 / SEC#: 801-63389
RIA
Registered Investment Advisory firm - (9/1/2004 Approved)Connecticut
Registered Investment Advisory firm - (9/1/2004 Terminated)Massachusetts
Registered Investment Advisory firm - (7/13/2007 Terminated)Loading...
Contact information
Main Address
74 Batterson Park Rd Suite 103, Farmington, CT 06032
Mailing Address
Phone number
(860) 677-7755
Established
Firm type
Fiscal year end
# of Employees
21
SEC notice filing (24 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 3,057 |
| AUM (Assets Under Management) | $ 1,561,803,600 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
