Stern Investment Advisory

Stern Investment Advisory (CRD# 129563) is a financial advisory firm headquartered in Washington, DC. They manage $32,091,269 in 105 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    105
    ACCOUNTS
  • Average Account Value
    $305,631
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

DC, FL, MD, NJ, NY

Financial Advisors at Stern Investment Advisory
Showing 1 - 1 of 1 top financial advisors.
1
Steven D. Stern
CRD#: 2501057
4600 Connecticut Ave. Nw, Suite # 925, Washington, DC 20008
90
Wealthminder
score

Steven Stern (CRD# 2501057) is an Investment Advisor Representative working at Stern Investment Advisory in Washington, DC and has 1 year of experience in the finance industry.

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