Kevin
Stickle
Bourne Lent Asset Managament, Inc
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About this Advisor
Kevin Stickle is a financial advisor based in Pawling, New York, working with Bourne Lent Asset Management, Inc. Kevin has previously held positions at Bourne Lent Asset Management, Inc, The Millennium Alliance, Charles Schwab, New York Life, University Of Arizona, and Borough Of Monmouth Beach. Kevin has passed the Series 65 regulatory exam and is registered to provide services in New York. Currently, Kevin is part of Bourne Lent Asset Management, Inc, which operates out of Pawling, New York. The firm has 1 office and 5 employees. The firm manages assets totaling $285.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Bourne Lent Asset Management, Inc includes asset-based fees.
Certifications and Registrations
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Bourne Lent Asset Managament, Inc Brokerage Details
$285,467,751
5
182
$1,568,504
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Kevin Stickle Work History
Bourne Lent Asset Management, Inc
The Millennium Alliance
Charles Schwab
New York Life
University Of Arizona
Borough Of Monmouth Beach
Disclosures
Please visit the SEC profile of Kevin Stickle 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 Bourne Lent Asset Managament, Inc
Pawling, NY
Montclair, NJ
Pawling, NY
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