AdvisorOS Directory
Claim Profile
KD

Karen Marie Demarco

STONEBRIDGE FINANCIAL INC·PARAMUS, New Jersey
Unclaimed Profile
52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 2919093Firm CRD# 106341
01

About

Karen Marie Demarco is a registered financial advisor based in PARAMUS, New Jersey, affiliated with STONEBRIDGE FINANCIAL INC. 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
03

Firm Overview

Firm
STONEBRIDGE FINANCIAL INC
STONEBRIDGE CAPITAL MANAGEMENT
AUM
$198M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at STONEBRIDGE FINANCIAL INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2919093
Firm CRD# 106341
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PARAMUS?

Browse all registered financial advisors in PARAMUS, New Jersey or claim this profile if it's yours.

Browse PARAMUS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Karen Marie Demarco offer?
Karen Marie Demarco specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Karen Marie Demarco's credentials?
Karen Marie Demarco is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Karen Marie Demarco located?
Karen Marie Demarco is based in PARAMUS, New Jersey, working with STONEBRIDGE FINANCIAL INC. Their office serves clients in the PARAMUS metropolitan area and surrounding communities.
How does Karen Marie Demarco charge for services?
Karen Marie Demarco'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 STONEBRIDGE FINANCIAL INC?
STONEBRIDGE FINANCIAL INC has approximately 3 employees and manages $198M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PARAMUS
George Robert Kress — VALLEY WEALTH MANAGERS, INC.Richard Gaspare Dragotta — PRIVATE PORTFOLIO PARTNERS, LLCDennis Mcpartlan — PRIVATE PORTFOLIO PARTNERS, LLCMichael Joseph Obrien — VALLEY WEALTH MANAGERS, INC.Ralph Sandy Margel — RALPH S. MARGEL & ASSOCIATES, LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile