AdvisorOS Directory
Claim Profile
Unclaimed Profile
CS

Carl W Stursberg

CAPITAL FORMATION ADVISERS LLC·PELHAM, New York
Clean recordCAPITAL FORMATION ADVISERS LLC
155 NYAC AVE, PELHAM, NY 10803-1905CRD# 4376545Firm CRD# 111815

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Carl W Stursberg · PELHAM, NY
Registration
CRD #4376545 · CAPITAL FORMATION ADVISERS LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Carl W Stursberg is a registered financial advisor based in PELHAM, New York, affiliated with CAPITAL FORMATION ADVISERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Carl

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Carl is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
CAPITAL FORMATION ADVISERS LLC
CAPITAL FORMATION ADVISERS LLC
AUM
$65M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at CAPITAL FORMATION ADVISERS LLC →
Services
Portfolio management (individuals)
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4376545
Firm CRD# 111815
View on FINRA BrokerCheck →

Looking for a financial advisor in PELHAM?

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

Browse PELHAM AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Carl W Stursberg offer?
Carl W Stursberg specializes in Investment Management. Contact their office in PELHAM, New York for a consultation.
What are Carl W Stursberg's credentials?
Carl W Stursberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Carl W Stursberg located?
Carl W Stursberg is based in PELHAM, New York, working with CAPITAL FORMATION ADVISERS LLC. Their office serves clients in the PELHAM metropolitan area and surrounding communities.
How does Carl W Stursberg charge for services?
Carl W Stursberg's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CAPITAL FORMATION ADVISERS LLC?
CAPITAL FORMATION ADVISERS LLC has approximately 1 employees and manages $65M 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 at CAPITAL FORMATION ADVISERS LLC

Richard C Veith
PELHAM, NY

More Advisors in PELHAM, New York

Brady William Dougan
EXOS ASSET MANAGEMENT LLC·PELHAM, NY
Jill Wenzlaff Ostergaard
EXOS ASSET MANAGEMENT LLC·PELHAM, NY
Kyle Philip Bransfield
EXOS ASSET MANAGEMENT LLC·PELHAM, NY
D Neil Radey
EXOS ASSET MANAGEMENT LLC·PELHAM, NY
Philippe Hatstadt
EXOS ASSET MANAGEMENT LLC·PELHAM, NY
Jason Williams Hauf
EXOS ASSET MANAGEMENT LLC·PELHAM, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile