Jeffrey
Starr
Stansberry Asset Management, LLC
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About this Advisor
Jeffrey Starr is a financial advisor who works out of New York, New York. Starr works at Stansberry Asset Management, LLC. Over the course of their career, they have held roles at Citizens Bank, Bankers Life Ins Co, Cco Investment Serv Ices, Santander Bank, Na, Santander Securities LLC, Tarella Financial Group, Nylife Securities LLC and Stansberry Asset Management. Starr has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and New York. Stansberry Asset Management, LLC is a business that has its headquarters in New York, NY. It has offices in two locations and a total of 35 people on staff. It administers $678 million in assets under management across its 820 client accounts, placing it among the larger investment advisory firms in the United States by assets under management. Of its 820 customer accounts, 73% are held by high-net-worth investors who have greater than $1 million in assets available to invest. Stansberry Asset Management, LLC offers a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely depend on the services. However, fee types charged by Stansberry Asset Management, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Stansberry Asset Management, LLC Brokerage Details
$677,957,556
35
820
$826,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Starr Work History
Jeffrey has been registered as a financial advisor for 0 years.*
Stansberry Asset Management
Tarella Financial Group
Nylife Securities LLC
Citizens Bank
Santander Bank, Na
Santander Securities LLC
Citizens Bank
Bankers Life Ins Co
Cco Investment Serv Ices
*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 Jeffrey Starr 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 Stansberry Asset Management, LLC
San Mateo, CA
New York, NY
San Mateo, CA
San Mateo, CA
San Mateo, CA
New York, NY
New York, NY
San Mateo, CA
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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