Stephen C Poplaski
3 Years of Experience
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/HourlyFirm Size
24628 advisors
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
24628 advisors
Number of Clients
1,738,212 clients
Average Client Portfolio
$869K average
Assets Under Management
$1511.1B
Fee Structure
The Program fee is based on the totality of the services and is negotiable depending on a number of factors.
Areas of Practice
Retirement Planning
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Advisor Information
Office location
670 George Washington Hwy, Ci Client Services, Lincoln, RI, 02865
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Stephen C PoplaskiRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2022 - Present · 3 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
August 2022 - Present · 3 yrs 5 mos
State Registrations53 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.