Stern Capital Management, Inc.

Stern Capital Management, Inc. (CRD# 124405) is a financial advisory firm headquartered in Old Bridge, NJ. They manage $106,637,202 in 998 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    998
    ACCOUNTS
  • Average Account Value
    $106,851
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
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.

CA, FL, NJ, NY, PA

Financial Advisors at Stern Capital Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Stuart M. Stern
CRD#: 2202710
18 Throckmorton Lane, #201, Old Bridge, NJ 08857
93
Wealthminder
score

Stuart Stern (CRD# 2202710) is an Investment Advisor Representative working at Stern Capital Management, Inc. in Old Bridge, NJ and has over 23 years of experience in the finance industry.

2
Alan B. Stern
CRD#: 6358722
18 Throckmorton Lane, Suite 201, Old Bridge, NJ 08857
87
Wealthminder
score

Alan Stern (CRD# 6358722) is an Investment Advisor Representative working at Stern Capital Management, Inc. in Old Bridge, NJ and has 1 year of experience in the finance industry.

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