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John Michael Stern

PKS INVESTMENT ADVISORS LLC·SALISBURY, Maryland
Clean recordPKS INVESTMENT ADVISORS LLC
1801 SWEETBAY DRIVE, SALISBURY, MD 21804CRD# 4543500Firm CRD# 110147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Michael Stern · SALISBURY, MD
Registration
CRD #4543500 · PKS INVESTMENT ADVISORS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

John Michael Stern is a registered financial advisor based in SALISBURY, Maryland, affiliated with PKS INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PKS INVESTMENT ADVISORS LLC
PKS INVESTMENT ADVISORS LLC
AUM
$175M
Regulatory assets under management
Employees
9
Total firm employees
View all advisors at PKS INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4543500
Firm CRD# 110147
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Michael Stern offer?
John Michael Stern specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SALISBURY, Maryland for a consultation.
What are John Michael Stern's credentials?
John Michael Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Michael Stern located?
John Michael Stern is based in SALISBURY, Maryland, working with PKS INVESTMENT ADVISORS LLC. Their office serves clients in the SALISBURY metropolitan area and surrounding communities.
How does John Michael Stern charge for services?
John Michael Stern's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PKS INVESTMENT ADVISORS LLC?
PKS INVESTMENT ADVISORS LLC has approximately 9 employees and manages $175M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at PKS INVESTMENT ADVISORS LLC

Timothy Anthony Gonzales
SALISBURY, MD
William Edwin Booth
SALISBURY, MD
Daniel Michael O'connell
SALISBURY, MD
Genevee Geneva Lekites
SALISBURY, MD

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Maryland
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City Guides
BETHESDA GuideBALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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