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Stuart Mark Stern

STERN CAPITAL MANAGEMENT, INC.·OLD BRIDGE, New Jersey
SIE, Series 7, Series 63, Series 65Clean record23 years registeredSTERN 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. · 23 years registered
Brand Profile
Not yet started
01

Career History

STERN CAPITAL MANAGEMENT, INC.
Apr 2003 – present
COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.
Jan 2004 – Aug 2004
OLD BRIDGE, NJ
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 65
Registration record
First registered · April 9, 2003
Years registered · 23
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERN CAPITAL MANAGEMENT, INC.
CRD 124405 · SEC 801-110311
AUM
$218M
Regulatory assets under management
Employees
3
643 client accounts
Services offered by STERN CAPITAL MANAGEMENT, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at STERN CAPITAL MANAGEMENT, INC. →
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05

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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