Steven Szeligowski, financial advisor Hartford CT

Steven Szeligowski

CRD Number: 5575862
Current Firm: Merrill Lynch, Pierce, Fenner & Smith Incorporated

Steven Szeligowski (CRD# 5575862) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Hartford, CT and has over 12 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Bank Of America, N.a. Hartford, CT Dec 2012 - Current 11
Merrill Lynch, Pierce, Fenner & Smith Incorporated Hartford, CT Mar 2011 - Current 13
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Steven M. Szeligowski
Phone Number: 800-637-7455
Registered State(s):
  • CT
  • TX
By the Numbers
  • Total Assets Under Management
    1,093,689
    MILLIONS
  • Total Number of Accounts
    2,864,234
    ACCOUNTS
  • Average Account Value
    $381,844
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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