Alan
Stern
Stern Capital Management, Inc
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About this Advisor
Alan Stern is a financial advisor based out of Old Bridge, New Jersey with 8 years of relevant experience. Stern is an advisor for Stern Capital Management, Inc. Over the course of their career, Stern has held roles at Stern Capital Management, Inc, Fastenal, Charles Schwab And Co., Inc, Td Bank Us, Hofstra University and Rowan University. Stern holds a Series 65 license, certifying them as an investment advisor representative, and can serve investors in California, Florida, New Jersey and Pennsylvania. Stern Capital Management, Inc is a company operating out of Old Bridge, NJ. It handles $193 million in assets between its 636 customer accounts, placing it among the mid-sized financial advisory firms in the nation by assets under management. The firm provides services to seven charities and foundations. Of its 636 customer accounts, just 7% are associated with high-net-worth clients who have greater than $1 million in assets. Stern Capital Management, Inc has a few services, including financial planning services and portfolio management for individuals and small businesses. Fees for financial advice typically vary depending on the services. Fee types charged by Stern Capital Management, Inc likely consist of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stern Capital Management, Inc Brokerage Details
$192,933,809
4
636
$303,355
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Alan Stern Work History
Alan has been registered as a financial advisor for 8 years.*
Stern Capital Management, Inc
Fastenal
Charles Schwab And Co., Inc
Fastenal
Td Bank Us
Hofstra University
Rowan University
*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 Alan Stern 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 Stern Capital Management, Inc
Old Bridge, NJ
Old Bridge, NJ
Old Bridge, NJ
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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