Richard
Stern

Icma Retirement Corporation

CRD#1332420
Investment Advisor
in Washington, DC
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About this Advisor

Richard Stern is a certified financial planner located in Washington, D.C. Currently a registered advisor with Icma Retirement Corporation, they have accrued 11 years of professional experience in the financial advisory industry. Stern has a Series 63 license, which designates the advisor as a securities representative. Stern is able to work with investors in Arkansas, New Mexico, Texas, Oklahoma and Louisiana. Stern has spent their entire career at Icma Retirement Corporation. Icma Retirement Corporation is based out of Washington, D.C. As a registered advisory firm, Icma Retirement Corporation oversees $47 billion in assets throughout 57 accounts and retains more than 865 people. The amount of assets the firm manages makes it one of the largest investment advisory firms in the country. All of the firm's accounts are managed on a discretionary basis, in which the advisor makes investment decisions at their discretion. None of the advisor firm's 57 clients are considered high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Icma Retirement Corporation offers financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm may charge clients asset-based and fixed fees.

Certifications and Registrations

Series 63, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

777 North Capitol Street Ne, Suite 600
Washington, DC 20002-4240

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Icma Retirement Corporation Brokerage Details

Total Assets Under Management

$46,526,514,113

DC Average: $4,886,152,200
Total Number of Employees

865

DC Average: 60
Total Number of Accounts

57

DC Average: 205
Average Account Size

$816,254,634

DC Average: $23,834,889

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops

Richard Stern Work History

Richard has 11 years of experience.

2007 - Present (12 years)

Icma Retirement Corporation

Disclosures

Richard Stern has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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