Linda
Nissen

Stern Capital Management, Inc

CRD#1129829
Investment Advisor
in Old Bridge, NJ

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Linda Nissen is a financial advisor operating in Old Bridge, New Jersey with a total of 6 years of industry experience. Nissen currently works for Stern Capital Management, Inc. They have worked at Stern Capital Management, Inc for all of their career. Nissen has a Series 65 license, qualifying them as an investment advisor representative, and is registered to advise clients in California, Florida, New Jersey and Pennsylvania. Stern Capital Management, Inc is an advisory company operating out of Old Bridge, NJ. It handles $193 million in assets among its 636 client accounts, making it one of the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to seven charitable organizations. Of its 636 accounts, just 7% are held by high-net-worth individuals who have at least $1 million in assets available to invest. Stern Capital Management, Inc offers a set of services, including financial planning services and portfolio management for individuals and small businesses. A financial advisor's fee schedules usually vary depending on which service is provided. Fee types billed by Stern Capital Management, Inc likely include any combination of asset-based and hourly fees.

Certifications and Registrations

Series 65

Years Registered*

6 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

18 Throckmorton Lane Suite 201
Old Bridge, NJ 08857

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Stern Capital Management, Inc Brokerage Details

Total Assets Under Management

$192,933,809

NJ Average: $10,121,009,343
Total Number of Employees

4

NJ Average: 92
Total Number of Accounts

636

NJ Average: 6,978
Average Account Size

$303,355

NJ Average: $1,450,417

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Linda Nissen Work History

Linda has been registered as a financial advisor for 6 years.*

2006 - Present (18 years)

Stern Capital Management, Inc

*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 Linda Nissen 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

Alan Stern
Old Bridge, NJ
Linda Nissen
Old Bridge, NJ
Stuart Stern
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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started