Konstantinos
Kostakis
Stonebridge Capital Management
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About this Advisor
Konstantinos Kostakis is a financial advisor based in Paramus, New Jersey, working with Stonebridge Capital Management. Konstantinos has previously held positions at Cadaret, Grant & Co., Inc, Stonebridge Capital Management II, Stonebridge Capital Management, Stonebridge Capital Management III, Stonebridge Capital Management IX, Masterworks Fiscal Advisors, Stonebridge Capital Management VI, and Kestra Investment Services, LLC. Konstantinos has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey and Texas. Currently, Konstantinos is part of Stonebridge Capital Management, which operates out of Paramus, New Jersey. The firm has 3 employees and manages assets totaling $197.8 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Stonebridge Capital Management includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Stonebridge Capital Management Brokerage Details
$197,811,480
3
458
$431,903
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Konstantinos Kostakis Work History
Kestra Investment Services, LLC
Stonebridge Capital Management
Cadaret, Grant & Co., Inc
Stonebridge Capital Management Ii
Stonebridge Capital Management Iii
Stonebridge Capital Management Ix
Masterworks Fiscal Advisors
Stonebridge Capital Management Vi
Disclosures
Please visit the SEC profile of Konstantinos Kostakis 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 Stonebridge Capital Management
Paramus, NJ
Paramus, NJ
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