Robin
Sterneck
Sterneck Capital Management LLC
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About this Advisor
Robin Sterneck is a financial advisor working out of Kansas City, Missouri who has 8 years of relevant experience. Sterneck is an employee of Sterneck Capital Management LLC. Throughout their career, they have worked at Sterneck Capital Management, LLC and Highland Birch Group. Sterneck maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Missouri and Texas. Sterneck Capital Management LLC is an advisory company that has its headquarters in Kansas City, MO. The firm has offices in three locations and a total of six employees. It manages $239 million in assets across its 648 accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm serves nine charities and foundations. Of its 648 customer accounts, 20% are held by high-net-worth individuals who have at least $1 million in assets. The business performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, publication of newsletters, educational seminars and other services. Fees for financial management depend on which services the firm provides the client. However, fees charged by Sterneck Capital Management LLC likely are comprised of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sterneck Capital Management LLC Brokerage Details
$239,259,698
6
648
$369,228
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Robin Sterneck Work History
Robin has been registered as a financial advisor for 8 years.*
Sterneck Capital Management, LLC
Highland Birch Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Robin Sterneck to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sterneck Capital Management LLC
Kansas City, MO
Waterloo, NE
Kansas City, MO
Kansas City, MO
Kansas City, MO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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