Stern Capital Management, Inc.

Stern Capital Management, Inc. (CRD# 124405) is a financial advisory firm headquartered in Old Bridge, NJ. They manage $218,389,829 in 643 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
18 Throckmorton Lane, Suite 201, Old Bridge, NJ 08857
http://sterncm.com
By the Numbers
  • Total Assets Under Management
    218
    MILLION
  • Total Number of Accounts
    643
    ACCOUNTS
  • Average Account Value
    $339,642
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, GA, NC, NJ, NY, PA

Financial Advisors at Stern Capital Management, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Linda Nissen, financial advisor Old Bridge NJ
Linda A. Nissen
CRD#: 1129829
18 Throckmorton Lane, Suite 201, Old Bridge, NJ 08857

Linda Nissen (CRD# 1129829) is an Investment Advisor Representative working at Stern Capital Management, Inc. in Old Bridge, NJ and has over 7 years of experience in the finance industry.

2
Alan Stern, financial advisor Old Bridge NJ
Alan B. Stern
CRD#: 6358722
18 Throckmorton Lane, Suite 201, Old Bridge, NJ 08857

Alan Stern (CRD# 6358722) is an Investment Advisor Representative working at Stern Capital Management, Inc. in Old Bridge, NJ and has over 8 years of experience in the finance industry.

3
Stuart Stern, financial advisor Old Bridge NJ
Stuart M. Stern
CRD#: 2202710
18 Throckmorton Lane, #201, Old Bridge, NJ 08857

Stuart Stern (CRD# 2202710) is an Investment Advisor Representative working at Stern Capital Management, Inc. in Old Bridge, NJ and has over 30 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals