Unclaimed Profile

Kristina Brenner

STERLING STAMOS CAPITAL MANAGEMENT, L.P.·NEW YORK, New York

Clean recordSTERLING STAMOS CAPITAL MANAGEMENT, L.P.

450 PARK AVENUE, NEW YORK, NY 10022CRD# 5757138Firm CRD# 134660

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kristina Brenner · NEW YORK, NY

Registration

CRD #5757138 · STERLING STAMOS CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Kristina Brenner is a registered financial advisor based in NEW YORK, New York, affiliated with STERLING STAMOS CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

STAMOS CAPITAL PARTNERS, L.P.

AUM

$6.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at STAMOS CAPITAL PARTNERS, L.P. →

Services

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Performance-based fees

Other: MANAGED ACCOUNTS MAY NEGOTIATE ADDITIONAL SERVICES FOR A FEE.

Regulatory

SEC/IARD CRD# 5757138

Firm CRD# 134660

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Kristina Brenner offer?

Kristina Brenner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in NEW YORK, New York for a consultation.

What are Kristina Brenner's credentials?

Kristina Brenner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kristina Brenner located?

Kristina Brenner is based in NEW YORK, New York, working with STERLING STAMOS CAPITAL MANAGEMENT, L.P.. Their office serves clients in the NEW YORK metropolitan area and surrounding communities.

How does Kristina Brenner charge for services?

Kristina Brenner's firm is compensated through percentage of aum, performance-based fees, other: managed accounts may negotiate additional services for a fee.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERLING STAMOS CAPITAL MANAGEMENT, L.P.?

STERLING STAMOS CAPITAL MANAGEMENT, L.P. has approximately 27 employees and manages $6.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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