Konstantinos Kostakis, financial advisor Paramus NJ
96 score

Konstantinos Kostakis

CRD Number: 1025173
Current Firm: Stonebridge Capital Management

Konstantinos Kostakis (CRD# 1025173) is an Investment Advisor Representative working at Stonebridge Capital Management in Paramus, NJ and has over 30 years of experience in the finance industry. Konstantinos Kostakis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Stonebridge Capital Management Paramus, NJ Jul 2011 - Current 6
Stonebridge Capital Management Iii Paramus, NJ Jul 2011 - Current 6
Stonebridge Capital Management Vi Paramus, NJ Jul 2011 - Current 6
Cadaret, Grant & Company, Inc. Paramus, NJ Jan 1995 - Current 23
Stonebridge Capital Management Ix Paramus, NJ Jul 2011 - Mar 2015 3
Stonebridge Capital Management Ii Paramus, NJ Jul 2011 - Dec 2014 3
Masterworks Fiscal Advisors Paramus, NJ Nov 2011 - Oct 2014 2
Stonebridge Capital Management Viii West Caldwell, NJ Jul 2011 - Nov 2012 1
Stonebridge Capital Management Iv West Caldwell, NJ Jul 2011 - Mar 2012 < 1
Stonebridge Capital Management Vi West Caldwell, NJ Jul 2011 - Mar 2012 < 1
Stonebridge Capital Management Viii, LLC West Caldwell, NJ Sep 2007 - Jun 2011 3
Stonebridge Capital Management, LLC West Caldwell, NJ Jan 1992 - Jun 2011 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1987
S65 NASAA Investment Advisors Law Examination Aug 1999
Contact Info for Konstantinos Kostakis
Phone Number: 973-244-9696
Firm Website: http://www.sbcm.net/
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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