Steven Michael Clisch

Employer firm

Ace Management CRD 306881

$13.5M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2009 → 06/2020
  Axa Advisors, Llc
  New York, NY
• 09/2009 → 11/2021
  Equitable Advisors, Llc
  New York, NY
• 11/2021 → Present
  Pnc Investments Llc
  Dewitt, MI

Previous Registrations

• 2021-12-08 → 2023-04-26
  Pnc Wealth Management Llc
  Dewitt, MI
  Lansing, MI
  Eaton Rapids, MI
  Jackson, MI
• 2010-03-18 → 2021-11-30
  Equitable Advisors, Llc
  Okemos, MI
  Dewitt, MI
  Okemos, MI
  Dewitt, MI

Other Businesses

Name: Greenstone Financial Planning, LLC. May involve Financial Investment recommendations. Address: 1760 Abbey Rd. Suite 200 East Lansing, MI 48823. Nature of Business: Fee Based Financial Planning. Position: Financial Planner. Title: Certified Financial Planner Professional. Start Date: 8/2024. Hours: 10 monthly and 2-4 during trading hours. Duties: Develop and present financial plans to current and potential clients for a fee. Name: Clisch Financial Planning, LLC. May involve Financial Investment recommendations. Address: 1760 Abbey Rd. Suite 200 East Lansing, MI 48823. Nature of Business: Fee Based Financial Planning and Life Insurance. Position: Financial Planner, Insurance Agent. Title: Owner. Start Date: 8/2024. Hours: 10 monthly and 2-4 during trading hours. Duties: Develop and present financial plans to current and potential clients for a fee. Provide Life Insurance Commission when suitable and requested.

Exams

• S66 Uniform Combined State Law Examination
  2009-09-22

Designations

• Certified Financial Planner

Other Names

• Steven Clisch