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    Steve Herskovits

    AWMA®


    Check the background of this investment professional on FINRA's BrokerCheck

    About Steve

    Steve Herskovits, Financial Advisor, graduated from Lehman College in 1974 with a BA in Political Science; he then went on to graduate from Columbia School of International Affairs with a Masters in International Affairs specializing in Economics in 1977. He began his career on Wall Street in 1984 with Prudential Bache Securities. In 1990, he moved to Oppenheimer and Co. where he was in a select group chosen to represent the firm in their Omega Money Management Program. In 1995, Steve joined Janney Montgomery Scott, LLC as Vice President of Investments. In December 1996, after completing an exhaustive examination, he became one of the few brokers to join the JMS Compass Program as a Portfolio Manager. In 2010, Steve completed the wealth management certification program at The Wharton School. This earned him the designation of AWMA (Accredited Wealth Management Advisor). Steve joined MetLife in December 2011 as an Investment Advisor Representative. Now as a Financial Services Professional for Blue Ocean Wealth Solutions, A Member of the MassMutual Financial Group, Steve continues to specialize in helping clients attain their financial vision by utilizing a diversified portfolio. 

    Area(s) of Focus

    • Business Owners
    • Insurance Strategies
    • Investment Strategies
    • Special Care

    Offices operating under an alternative marketing name may offer products, services, or guidance outside of their relationship with MassMutual, MML Investors Services, MSI Financial Services, Inc., or their affiliated companies. Any such offices are not subsidiaries or affiliates of MassMutual or its affiliated companies.

    Steve Herskovits AWMA® is a registered representative of and offers securities and investment advisory services through MSI Financial Services, Inc., Member SIPC, 2200 Northern Boulevard, Suite 200, East Hills, NY 11548, Tel: (516) 686-7000

    MassMutual Financial Group is a marketing name for Massachusetts Mutual Life Insurance Company (MassMutual) and its affiliated companies and sales representatives. Local sales agencies are not subsidiaries of MassMutual or its affiliated companies. Agency officers are not officers of MassMutual.


    I am licensed to sell Insurance Products in the following jurisdictions:
    Minnesota, New Jersey, New York, Ohio, Pennsylvania

    I am licensed to sell Securities Products in the following jurisdictions:
    Arizona, California, Connecticut, Florida, Illinois, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, New Hampshire, New Jersey, New York, North Carolina, Ohio, Oregon, Pennsylvania, Wisconsin

    Steve Herskovits AWMA®, East Hills, NY

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