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Bradley Charles Stern

AIS CAPITAL MANAGEMENT L.P.·WILTON, Connecticut
Clean recordAIS CAPITAL MANAGEMENT L.P.
187 DANBURY RD, WILTON, CT 06897-0806CRD# 1948760Firm CRD# 107971

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bradley Charles Stern · WILTON, CT
Registration
CRD #1948760 · AIS CAPITAL MANAGEMENT L.P.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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About

Bradley Charles Stern is a registered financial advisor based in WILTON, Connecticut, affiliated with AIS CAPITAL MANAGEMENT L.P.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
AIS CAPITAL MANAGEMENT L.P.
AIS CAPITAL MANAGEMENT L.P.
AUM
$168M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at AIS CAPITAL MANAGEMENT L.P. →
Services
Portfolio management (individuals)
Pension consulting
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Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1948760
Firm CRD# 107971
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Bradley Charles Stern offer?
Bradley Charles Stern specializes in Investment Management, Retirement Planning. Contact their office in WILTON, Connecticut for a consultation.
What are Bradley Charles Stern's credentials?
Bradley Charles Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bradley Charles Stern located?
Bradley Charles Stern is based in WILTON, Connecticut, working with AIS CAPITAL MANAGEMENT L.P.. Their office serves clients in the WILTON metropolitan area and surrounding communities.
How does Bradley Charles Stern charge for services?
Bradley Charles Stern'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 AIS CAPITAL MANAGEMENT L.P.?
AIS CAPITAL MANAGEMENT L.P. has approximately 3 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at AIS CAPITAL MANAGEMENT L.P.

Maureen Petracca
WILTON, CT
Paul Petracca
WILTON, CT
Hui John Zhang
WILTON, CT
John Robert Hummel
WILTON, CT
Richard Heller
WILTON, CT
Stephen Wayne Edwards
WILTON, CT

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Research
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