STEPHEN H. PECK EMPLOYEE BENEFITS SOLUTIONS

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
DEDHAM, Massachusetts
CRD number
170492
Fee structure
Other

Firm profile

FINTRX

Overview

Stephen H. Peck Employee Benefits Solutions operates as a sole proprietorship primarily focused on insurance brokerage. The firm does not classify itself under typical investment advisory activities, and it does not engage in capital allocation. Stephen H. Peck, the owner, leads the firm without any affiliations to multi-state advisory operations or pension consulting. The firm does not actively pursue ESG investments, indicating a more traditional approach to its business model.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • STEPHEN PECK

    Managing DirectorCRD 1057851

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

DEDHAM, MA

NORFOLK

Location

DEDHAM, MA

Headquartered in DEDHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
NORFOLK
Address
333 Elm St
Time zone
ET (UTC-5)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth