AdvisorOS Directory
Claim Profile
TP

Thomas Leolin Alfred Price

J. STERN & CO., LLC·NEW YORK CITY, New York
Unclaimed Profile
1 ROCKEFELLER PLAZA, NEW YORK CITY, NY 10022CRD# 7685056Firm CRD# 326509
01

About

Thomas Leolin Alfred Price is a registered financial advisor based in NEW YORK CITY, New York, affiliated with J. STERN & CO., LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
03

Firm Overview

Firm
J. STERN & CO., LLC
J. STERN & CO., LLC
AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
View all advisors at J. STERN & CO., LLC →
Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 7685056
Firm CRD# 326509
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in NEW YORK CITY?

Browse all registered financial advisors in NEW YORK CITY, New York or claim this profile if it's yours.

Browse NEW YORK CITY 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 Thomas Leolin Alfred Price offer?
Thomas Leolin Alfred Price specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK CITY, New York for a consultation.
What are Thomas Leolin Alfred Price's credentials?
Thomas Leolin Alfred Price is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Thomas Leolin Alfred Price located?
Thomas Leolin Alfred Price is based in NEW YORK CITY, New York, working with J. STERN & CO., LLC. Their office serves clients in the NEW YORK CITY metropolitan area and surrounding communities.
How does Thomas Leolin Alfred Price charge for services?
Thomas Leolin Alfred Price's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is J. STERN & CO., LLC?
J. STERN & CO., LLC has approximately 3 employees and manages $25M 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 NEW YORK CITY
Edward K Mettelman — ISF MANAGEMENT LLCEric Lawrence Ross — AVENUE ASIA CAPITAL MANAGEMENT, L.P.Anatoly Na Bykhovsky — GILEAD CAPITAL LPYoulia K Rowland — PROXIMA CAPITAL MANAGEMENT, LLCSorrall Beadsworth — ROKOS CAPITAL MANAGEMENT (US) LP
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile