Stephen Colby, financial advisor Greenfield MA

Stephen Colby

CRD Number: 5783647
Current Firm: Northwestern Mutual Investment Services,llc

Stephen Colby (CRD# 5783647) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 6 years of experience in the finance industry.

Similar Advisors
Spencer Adams, financial advisor Greenfield MA
Spencer Adams
CRD# 7047829
Edward Jones
Similar Advisors
Glenn Allan, financial advisor Greenfield MA
Glenn S. Allan
CRD# 2355947
Capital Analysts
Similar Advisors
Walter Bak, financial advisor Greenfield MA
Walter E. Bak
CRD# 5900328
Ae Wealth Management, LLC
Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jun 2017 - Current 6
Merrill Joseph Gagne Greenfield, MA Jan 2017 - Current 7
Northwestern Mutual Investment Services LLC Greenfield, MA Jan 2017 - Current 7
Massachusetts Mutual Life Insurance Co Springfield, MA May 2010 - Nov 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2017
Contact Info for Stephen E. Colby
Phone Number: 866-664-7737
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.