Alexander
Sterba
Marcum Wealth, LLC
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About this Advisor
Alexander Sterba is a financial advisor working in Akron, Ohio with a total of 4 years of industry experience. Sterba is an employee of Marcum Wealth, LLC. The advisor has gained experience at Aurum Wealth Management Group, Pnc Capital Advisors and Marcum Wealth, LLC. Sterba holds a Series 65 license, which qualifies them as an investment advisor representative, and is registered to work in Ohio. Marcum Wealth, LLC is an advisory firm operating out of Cleveland, OH. The investment advisory business has offices in 11 locations and a total of 34 financial advisors. It manages $2 billion in assets between its 6,218 client accounts, making it one of the biggest firms in the country by assets under management. Of its 6,218 customer accounts, 22% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The firm performs a number of services, including 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fees charged by Marcum Wealth, LLC can include some blend of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Marcum Wealth, LLC Brokerage Details
$2,250,828,187
34
6,218
$361,986
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
Alexander has been registered as a financial advisor for 4 years.*
Marcum Wealth, LLC
Aurum Wealth Management Group
Pnc Capital Advisors
*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 Alexander Sterba 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 Marcum Wealth, LLC
Akron, OH
Cleveland, OH
Bloomfield, NJ
Cleveland, OH
Cleveland, OH
Melville, NY
Cleveland, OH
Cleveland, OH
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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