Stone Ridge Advisors

Stone Ridge Advisors (CRD# 327875) is a financial advisory firm headquartered in , . They manage $37,751,484 in 100 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
https://www.linkedin.com/company/stone-ridge-advisors/
By the Numbers
  • Total Assets Under Management
    38
    MILLION
  • Total Number of Accounts
    100
    ACCOUNTS
  • Average Account Value
    $377,515
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CT, NJ, NY, TX

Financial Advisors at Stone Ridge Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Mark Stern, financial advisor Stone Ridge NY
Mark Stern
CRD#: 2382975
Stone Ridge, NY

Mark Stern (CRD# 2382975) is an Investment Advisor Representative working at Stone Ridge Advisors in Stone Ridge, NY 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.

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