Jeffrey
Stark
Forum Financial Management, Lp
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About this Advisor
Jeffrey Stark is a financial advisor based in Cohoes, New York, working with Forum Financial Management, Lp. Jeffrey has previously held positions at Stark & Basila Cpas Pc, Forum Financial Management, Lp, Stark & D'Aprile Cpas Pc, and Rensselaer Polytechnic Institute. Jeffrey has passed the Series 66 and Series 65 regulatory exams and is registered to provide services in New York. Currently, Jeffrey is part of Forum Financial Management, Lp, which operates out of Cohoes, New York. The firm has 48 offices and 145 employees. The firm manages assets totaling $8.5 billion and 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, portfolio management for institutional clients, and pension consulting services. The fee structure at Forum Financial Management, Lp includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Forum Financial Management, Lp Brokerage Details
$8,531,276,819
145
21,698
$393,183
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Jeffrey Stark Work History
Stark & D'Aprile Cpas Pc
Forum Financial Management, Lp
Stark & Basila Cpas Pc
Rensselaer Polytechnic Institute
Disclosures
Please visit the SEC profile of Jeffrey Stark to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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