Grace Stolberg (CRD# 7748985) is an Investment Advisor Representative working at O'keefe Stevens Advisory, Inc. in Rochester, NY and has 1 year of experience in the finance industry.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 5760889
Osaic Wealth, Inc.
CRD# 862821
Novem Group
| Company Name | Location | Dates | Years |
|---|---|---|---|
| O'keefe Stevens Advisory | Rochester, NY | Sep 2023 - Current | < 1 |
| Nazareth College | Rochester, NY | Jan 2023 - Current | 1 |
| Sfg Wealth Management | Pittsford, NY | Jun 2023 - Aug 2023 | < 1 |
| Nazareth College | Rochester, NY | Aug 2021 - Jun 2023 | 1 |
| Peppermint Boutique | Rochester, NY | Jan 2023 - May 2023 | < 1 |
| The Perfect Blend Coffeehouse And Eatery | Cuba, NY | May 2021 - Aug 2021 | < 1 |
| Nanny | Cuba, NY | Sep 2020 - Apr 2021 | < 1 |
| Charlie's Restaurant | Cuba, NY | May 2020 - Aug 2020 | < 1 |
| Nanny | Cuba, NY | Nov 2019 - Jul 2020 | < 1 |
| Rushford Lake Boat Launch | Rushford Lake, NY | May 2019 - Aug 2019 | < 1 |
| Nanny | Cuba, NY | Jan 2014 - Apr 2019 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- NY
-
Total Assets Under Management323MILLIONS
-
Total Number of Accounts755ACCOUNTS
-
Average Account Value$428,006
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, GA, NY, PA, TX
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