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Avi L Stein

WASHINGTON CROSSING ADVISORS LLC·MORRISTOWN, New Jersey
Unclaimed Profile
305 MADISON AVENUE, MORRISTOWN, NJ 07960CRD# 5835030Firm CRD# 281511
01

About

Avi L Stein is a registered financial advisor based in MORRISTOWN, New Jersey, affiliated with WASHINGTON CROSSING ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WASHINGTON CROSSING ADVISORS LLC
WASHINGTON CROSSING ADVISORS LLC
AUM
$1.9B
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at WASHINGTON CROSSING ADVISORS LLC →
Services
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 5835030
Firm CRD# 281511
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Avi L Stein offer?
Avi L Stein specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in MORRISTOWN, New Jersey for a consultation.
What are Avi L Stein's credentials?
Avi L Stein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Avi L Stein located?
Avi L Stein is based in MORRISTOWN, New Jersey, working with WASHINGTON CROSSING ADVISORS LLC. Their office serves clients in the MORRISTOWN metropolitan area and surrounding communities.
How does Avi L Stein charge for services?
Avi L Stein's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WASHINGTON CROSSING ADVISORS LLC?
WASHINGTON CROSSING ADVISORS LLC has approximately 10 employees and manages $1.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
Advisor Fees in New JerseyNational Fee Analysis
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