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J. STERN & CO., LLC
J. STERN & CO., LLC
NEW YORK CITY, New York
·
3 registered advisors
·
CRD# 326509
SEC# 801-129253
0
212-219-0200
01
Firm Overview
AUM
$25M
Regulatory assets under management
Employees
3
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Compensation
Percentage of AUM
Performance-based fees
03
Specialties
Investment Management
Retirement Planning
Wealth Management
04
Advisors at J. STERN & CO., LLC
3 registered advisors
Christian Roger Picot
NEW YORK CITY, New York
CRD# 1511999
Ronald Dooley
NEW YORK CITY, New York
CRD# 6208206
Thomas Leolin Alfred Price
NEW YORK CITY, New York
CRD# 7685056
05
Office Locations
NEW YORK CITY, New York
3 advisors
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Data sourced from SEC Form ADV filings. J. STERN & CO., LLC (CRD# 326509) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.