Michael
Stern
Beech Hill Advisors, Inc
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About this Advisor
Michael Stern is a financial advisor based out of Scarsdale, New York with 9 years of relevant experience. Stern is on the advisory team at Beech Hill Advisors, Inc. They have worked at Beech Hill Advisors, Inc for the entirety of their career. Stern has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California, Connecticut, Florida, Massachusetts, New Jersey and New York. Beech Hill Advisors, Inc is a registered investment firm based in New York, NY. The company has offices in three locations and a total of eight people on staff. It controls $265 million in assets under management between its 556 client accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 556 accounts, 33% are associated with high-net-worth individuals who have at least $1 million in assets. The advisory firm offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies and market timing services. Financial advisory fees vary depending on which services the firm provides the client. However, fee types charged by Beech Hill Advisors, Inc can consist of asset-based and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beech Hill Advisors, Inc Brokerage Details
$265,364,568
8
556
$477,274
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Market timing services
Michael Stern Work History
Michael has been registered as a financial advisor for 9 years.*
Beech Hill Advisors, 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 Michael 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 Beech Hill Advisors, Inc
Livingston, NJ
New York, NY
Scarsdale, NY
New York, NY
New York, NY
New York, NY
New York, NY
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