Brianna SternkopfCRD Number: 7170461
Current Firm: American Portfolios Advisors, Inc.
Brianna Sternkopf (CRD# 7170461) is an Investment Advisor Representative working at American Portfolios Advisors, Inc. in Holbrook, NY and has over 2 years of experience in the finance industry.
American Portfolios Advisors, Inc.
J.p. Morgan Securities LLC
Northwestern Mutual Investment Services,llc
|American Portfolios Financial Services, Inc.||Vestal, NY||Dec 2020 - Current||1|
|Confluence Running, Hudson Valley||Goshen, NY||Aug 2020 - Current||1|
|Aspire Financial Group||Vestal, NY||Aug 2019 - Current||2|
|Suny Orange||Middletown, NY||Mar 2019 - Current||3|
|Homemaker||Rock Hill, NY||Apr 2016 - Current||6|
|Cadaret Grant||Vestal, NY||Aug 2019 - Dec 2020||1|
|Center For Discovery||Harris, NY||Aug 2012 - Apr 2016||3|
|Cnyahec||Cortland, NY||Jun 2011 - Aug 2012||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2019|
|S65||NASAA Investment Advisors Law Examination||Nov 2021|
Total Assets Under Management10,214MILLIONS
Total Number of Accounts39,427ACCOUNTS
Average Account Value$259,068
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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