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Stuart Mark Stern

STERN CAPITAL MANAGEMENT, INC.·OLD BRIDGE, New Jersey
Clean recordSTERN CAPITAL MANAGEMENT, INC.
18 THROCKMORTON LANE, OLD BRIDGE, NJ 08857CRD# 2202710Firm CRD# 124405

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Stuart Mark Stern · OLD BRIDGE, NJ
Registration
CRD #2202710 · STERN CAPITAL MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Stuart Mark Stern is a registered financial advisor based in OLD BRIDGE, New Jersey, affiliated with STERN CAPITAL MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

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

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03

Firm Overview

Firm
STERN CAPITAL MANAGEMENT, INC.
STERN CAPITAL MANAGEMENT, INC.
AUM
$218M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STERN CAPITAL MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 2202710
Firm CRD# 124405
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Stuart Mark Stern offer?
Stuart Mark Stern specializes in Financial Planning, Investment Management. Contact their office in OLD BRIDGE, New Jersey for a consultation.
What are Stuart Mark Stern's credentials?
Stuart Mark Stern is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stuart Mark Stern located?
Stuart Mark Stern is based in OLD BRIDGE, New Jersey, working with STERN CAPITAL MANAGEMENT, INC.. Their office serves clients in the OLD BRIDGE metropolitan area and surrounding communities.
How does Stuart Mark Stern charge for services?
Stuart Mark Stern's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERN CAPITAL MANAGEMENT, INC.?
STERN CAPITAL MANAGEMENT, INC. has approximately 3 employees and manages $218M 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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