Andrew
Stern
Yorkbridge Wealth Partners, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Andrew Stern is a financial advisor operating in Bridgehampton, New York with 2 years of relevant experience. Stern works at Yorkbridge Wealth Partners, LLC. The advisor has gained experience at Morgan Stanley Smith Barney, Morgan Stanley, Lebenthal & Co., LLC, Purshe Kaplan Sterling Investments and York Bridge Wealth Partners. Stern has a Series 63 license, which qualifies them as a securities agent, and is able to serve investors in New York and Texas. Yorkbridge Wealth Partners, LLC is an advisory firm based out of New York, NY. The company has a total of nine financial advisors. It handles $1 billion in total assets between its 1,190 customer accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,190 accounts, 91% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm has a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which services the firm provides the client. However, fees charged by Yorkbridge Wealth Partners, LLC can consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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.
Yorkbridge Wealth Partners, LLC Brokerage Details
$1,012,756,714
9
1,190
$851,056
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Andrew Stern Work History
Andrew has been registered as a financial advisor for 2 years.*
York Bridge Wealth Partners
Purshe Kaplan Sterling Investments
Lebenthal & Co., LLC
Morgan Stanley
Morgan Stanley Smith Barney
*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 Andrew 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 Yorkbridge Wealth Partners, LLC
New York, NY
New York, NY
Bridgehampton, NY
New York, NY
New York, NY
New York, NY
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.
