Stacey Braun Associates Inc.

Stacey Braun Associates Inc. (CRD# 105056) is a financial advisory firm headquartered in New York, NY. They manage $3,226,700,000 in 809 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,227
    MILLION
  • Total Number of Accounts
    809
    ACCOUNTS
  • Average Account Value
    $3,988,504
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
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, FL, MD, NJ, NY, PA, VA

Financial Advisors at Stacey Braun Associates Inc.
No Advisor Found.
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