Stephen Niles Wilchins

Current Employers

Family Fiduciary Services, Inc.

900 Cummings Center Suite 212-U, Beverly, MA 01915 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2008-04-07

MA RA
APPROVED

Since 2008-04-07

Branch Locations

900 Cummings Center, Suite 205-U, Beverly, MA 01915 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Lakeside School	Peabody	MA	01/1980	Present
Usi Investment Advisors Inc	Boston	MA	01/1983	Present
City Management & Consulting Inc	Boston	MA	11/1983	Present
Seegel, Lipshutz & Wilchins, Llp	Wellesley	MA	02/2008	Present
Family Fiduciary Services, Inc.	Beverly	MA	11/2007	Present

01/1980 → Present

Lakeside School

Peabody, MA
01/1983 → Present

Usi Investment Advisors Inc

Boston, MA
11/1983 → Present

City Management & Consulting Inc

Boston, MA
02/2008 → Present

Seegel, Lipshutz & Wilchins, Llp

Wellesley, MA
11/2007 → Present

Family Fiduciary Services, Inc.

Beverly, MA

Other Businesses

SEEGEL, LIPSHUTZ & WILCHINS, LLP (F/K/A SEEGEL, LIPSHUTZ & WILCHINS, P.C.); NON-INVESTMENT RELATED; 20 WILLIAM STREET, SUITE 130, WELLESLEY, MA 02481; LAW FIRM; PARTNER/DIRECTOR; JANUARY 1998; 110-120 HOURS PER WEEK; ATTORNEY SPECIALIZING IN COMPLEX CORPORATE AND ESTATE PLANNING MATTERS.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2008-02-05
S63	Uniform Securities Agent State Law Examination	1985-06-06

S65 Uniform Investment Adviser Law Examination

2008-02-05
S63 Uniform Securities Agent State Law Examination

1985-06-06