Huguenot Financial Planning

Huguenot Financial Planning (CRD# 292553) is a financial advisory firm headquartered in , . They serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.huguenotfinancialplanning.com
By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Huguenot Financial Planning
Showing 1 - 1 of 1 top financial advisors.
1
David Sterman, financial advisor New Paltz NY
David A. Sterman
CRD#: 2460229
New Paltz, NY

David Sterman (CRD# 2460229) is an Investment Advisor Representative working at Huguenot Financial Planning in New Paltz, NY and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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