Alexander
Sterba
Marcum Wealth, LLC
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About this Advisor
Alexander Sterba is a financial advisor based in Akron, Ohio, working with Marcum Wealth, LLC. Alexander has previously held positions at Aurum Wealth Management Group, Pnc Capital Advisors, and Marcum Wealth, LLC. Alexander has passed the Series 65 regulatory exam and is registered to provide services in Ohio. Currently, Alexander is part of Marcum Wealth, LLC, which operates out of Akron, Ohio. The firm has 12 offices and 40 employees. The firm manages assets totaling $2.6 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, pension consulting services, selection of other advisers, and other services. The fee structure at Marcum Wealth, LLC includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,576,383,375
40
6,904
$373,173
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Other
Alexander Sterba Work History
Marcum Wealth, LLC
Aurum Wealth Management Group
Pnc Capital Advisors
Disclosures
Please visit the SEC profile of Alexander Sterba 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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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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