Stephen H. Peck Employee Benefits Solutions

Overview

Stephen H. Peck Employee Benefits Solutions is structured as a sole proprietorship and is classified as an independent registered investment adviser. The firm's primary business activity is insurance brokerage, and it presents itself around employee benefits services (as reflected in the firm name). The record lists its owner type as a domestic entity and identifies its fee structure as "Other," rather than a standard AUM or purely fee-based model. The adviser is not flagged as a capital allocator, does not report being an active ESG investor, and is not listed as a multi-state or pension consultant adviser. Several advisory-related fields are not populated in the source, which, together with the insurance-broker designation, suggests the firm's activities emphasize benefits and insurance solutions more than discretionary asset management.

Assets & Accounts

Location & Offices