Stacey SternbergCRD Number: 3090697
Current Firm: Parsons Capital Management Inc.
Stacey Sternberg (CRD# 3090697) is an Investment Advisor Representative working at Parsons Capital Management Inc. in Providence, RI and has over 18 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Genesis Wealth Advisors, LLC
|Parsons Capital Management Inc.||Providence, RI||Mar 2007 - Current||9|
|Baldwin Brothers||Providence, RI||Mar 1999 - Mar 2007||8|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1998|
|S65||NASAA Investment Advisors Law Examination||Nov 2013|
Total Assets Under Management1,040MILLIONS
Total Number of Accounts1,436ACCOUNTS
Average Account Value$724,015
- A percentage of assets under your management
- 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
CA, CO, CT, DC, FL, LA, MA, MD, ME, MN, NH, NJ, NY, OH, PA, RI, TX, VA, VT, WA