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Stefan Rudolf Sterns

NEWROAD CAPITAL PARTNERS, LLC·BENTONVILLE, Arkansas
SIE, Series 63, Series 79Clean recordNEWROAD CAPITAL PARTNERS, LLC
215 NW A ST, BENTONVILLE, AR 72712CRD# 5805311Firm CRD# 281487

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stefan Rudolf Sterns · BENTONVILLE, AR
Registration
CRD #5805311 · NEWROAD CAPITAL PARTNERS, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 63
Series 79
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
NEWROAD CAPITAL PARTNERS, LLC
CRD 281487 · SEC 801-106671
AUM
$609M
Regulatory assets under management
Employees
16
8 client accounts
Services offered by NEWROAD CAPITAL PARTNERS, LLC
Per Form ADV
Pension consulting
Client types served by the firm
Per Form ADV
Pension & Retirement Plans
View all advisors at NEWROAD CAPITAL PARTNERS, LLC →
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Frequently Asked Questions

What services does Stefan Rudolf Sterns offer?
Stefan Rudolf Sterns specializes in Retirement Planning. Contact their office in BENTONVILLE, Arkansas for a consultation.
What are Stefan Rudolf Sterns's credentials?
Stefan Rudolf Sterns is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stefan Rudolf Sterns located?
Stefan Rudolf Sterns is based in BENTONVILLE, Arkansas, working with NEWROAD CAPITAL PARTNERS, LLC. Their office serves clients in the BENTONVILLE metropolitan area and surrounding communities.
How does Stefan Rudolf Sterns charge for services?
Stefan Rudolf Sterns's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is NEWROAD CAPITAL PARTNERS, LLC?
NEWROAD CAPITAL PARTNERS, LLC has approximately 16 employees and manages $609M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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