Stephanie Torosian, financial advisor New York NY

Stephanie Torosian

CRD Number: 5173354
Current Firm: Douglas C. Lane & Associates

Stephanie Torosian (CRD# 5173354) is an Investment Advisor Representative working at Douglas C. Lane & Associates in New York, NY and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Douglas C. Lane & Associates New York, NY Nov 2019 - Current 2
Bruderman Brothers, LLC Suffern, NY Jul 2015 - Oct 2019 4
Bruderman Asset Management, LLC Suffern, NY Jul 2015 - Oct 2019 4
Sanford C. Bernstein & Company, LLC New York, NY Dec 2006 - Jun 2015 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2006
S65 NASAA Investment Advisors Law Examination Jul 2017
Contact Info for Stephanie S. Torosian
Phone Number: 212-262-7670
Registered State(s):
  • NY
By the Numbers
  • Total Assets Under Management
    6,877
    MILLIONS
  • Total Number of Accounts
    5,201
    ACCOUNTS
  • Average Account Value
    $1,322,295
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
Types of Clients
Registered States

AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, ID, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV

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