Michael
Stern

Beech Hill Advisors, Inc

CRD#1243168
Investment Advisor
in Scarsdale, NY

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About this Advisor

Michael Stern is a financial advisor based in Scarsdale, New York, working with Beech Hill Advisors, Inc. Michael has previously held a position at Beech Hill Advisors, Inc. Michael has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Connecticut, Florida, Massachusetts, New Jersey, and New York. Currently, Michael is part of Beech Hill Advisors, Inc, which operates out of Scarsdale, New York. The firm has 4 offices and 8 employees. The firm manages assets totaling $313.1 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and market timing services. The fee structure at Beech Hill Advisors, Inc includes asset-based and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Market timing services

Fee Structure

Percentage of Assets, Commissions

Office Location

Scarsdale, NY

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Beech Hill Advisors, Inc Brokerage Details

Total Assets Under Management

$313,122,695

NY Average: $7,464,549,021
Total Number of Employees

8

NY Average: 88
Total Number of Accounts

276

NY Average: 3,892
Average Account Size

$1,134,503

NY Average: $1,917,921

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Market timing services

Michael Stern Work History

2010 - Present (15 years)

Beech Hill Advisors, Inc

Created with Highcharts 6.0.7

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

Anthony Vivona
New York, NY
Evan Slater
Livingston, NJ
Michael Stern
Scarsdale, NY
William Wurm
New York, NY
Richard Owen Jr.
New York, NY
Bradley Small
New York, NY
Paul Cantor
New York, NY

The content in this profile was updated by SmartAsset on 6/19/2024. 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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