Unclaimed Profile

Andre Stern

BASEL ASSET MANAGEMENT, LLC·JERSEY CITY, New Jersey

Clean recordBASEL ASSET MANAGEMENT, LLC

525 WASHINGTON BLVD., JERSEY CITY, NJ 07310-1606CRD# 5070377Firm CRD# 135077

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andre Stern · JERSEY CITY, NJ

Registration

CRD #5070377 · BASEL ASSET MANAGEMENT, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andre Stern is a registered financial advisor based in JERSEY CITY, New Jersey, affiliated with BASEL ASSET MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Wealth Management

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

BASEL ASSET MANAGEMENT, LLC

AUM

$399M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BASEL ASSET MANAGEMENT, LLC →

Services

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 5070377

Firm CRD# 135077

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andre Stern offer?

Andre Stern specializes in Retirement Planning, Wealth Management. Contact their office in JERSEY CITY, New Jersey for a consultation.

What are Andre Stern's credentials?

Andre Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andre Stern located?

Andre Stern is based in JERSEY CITY, New Jersey, working with BASEL ASSET MANAGEMENT, LLC. Their office serves clients in the JERSEY CITY metropolitan area and surrounding communities.

How does Andre Stern charge for services?

Andre 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 BASEL ASSET MANAGEMENT, LLC?

BASEL ASSET MANAGEMENT, LLC has approximately 8 employees and manages $399M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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