Michael Stern (CRD# 1243168) is an Investment Advisor Representative working at Beech Hill Advisors, Inc. in Scarsdale, NY and has over 25 years of experience in the finance industry.
CRD# 2915697
Abbondandolo Wealth Management Corp
CRD# 5784181
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5241462
Ubs Financial Services Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Beech Hill Advisors, Inc. | New York, NY | Feb 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Jan 2014 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CA
- CT
- FL
- MA
- NJ
- NY
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Total Assets Under Management313MILLIONS
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Total Number of Accounts276ACCOUNTS
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Average Account Value$1,134,503
- A percentage of assets under your management
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Market timing services
CA, CT, FL, LA, MA, NH, NJ, NY, TX, VT
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