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Charles Howe

STONEBRIDGE PARTNERS LLC·WHITE PLAINS, New York
Unclaimed Profile
81 MAIN STREET, WHITE PLAINS, NY 10601CRD# 7975330Firm CRD# 160018
01

About

Charles Howe is a registered financial advisor based in WHITE PLAINS, New York, affiliated with STONEBRIDGE PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
STONEBRIDGE PARTNERS LLC
STONEBRIDGE PARTNERS LLC
AUM
$139M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STONEBRIDGE PARTNERS LLC →
Services
Pension consulting
Other
04

Background

Compensation
Subscription fees
Performance-based fees
Other: FEES AND MONITORING FEES PAID BY PORTFOLIO COMPANY
Regulatory
SEC/IARD CRD# 7975330
Firm CRD# 160018
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Charles Howe offer?
Charles Howe specializes in Retirement Planning. Contact their office in WHITE PLAINS, New York for a consultation.
What are Charles Howe's credentials?
Charles Howe is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Howe located?
Charles Howe is based in WHITE PLAINS, New York, working with STONEBRIDGE PARTNERS LLC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Charles Howe charge for services?
Charles Howe's firm is compensated through subscription fees, performance-based fees, other: fees and monitoring fees paid by portfolio company. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STONEBRIDGE PARTNERS LLC?
STONEBRIDGE PARTNERS LLC has approximately 4 employees and manages $139M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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