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Konstantinos Kostakis

STONEBRIDGE FINANCIAL INC·PARAMUS, New Jersey
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52 FOREST AVENUE, PARAMUS, NJ 07652CRD# 1025173Firm CRD# 106341
01

About

Konstantinos Kostakis 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# 1025173
Firm CRD# 106341
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Konstantinos Kostakis offer?
Konstantinos Kostakis specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PARAMUS, New Jersey for a consultation.
What are Konstantinos Kostakis's credentials?
Konstantinos Kostakis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Konstantinos Kostakis located?
Konstantinos Kostakis 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 Konstantinos Kostakis charge for services?
Konstantinos Kostakis'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.
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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
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