Michael Stern is a registered investment advisor at Wells Fargo Advisors, based in Melville, NY, with 32 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
401 Broadhollow Rd, Melville, NY, 11747
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael is the executor for his mother's estate and owns Michael Stern Capital Corp, FMRG Holdings LLC, Park Side LLC, Skynick Ventures LLC, DSMS Properties LLC, and rental property in Pensacola, FL. He also works as a spin class instructor and appeared in a TV commercial, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Advisors
Previous Registrations
Banc of America Investment Services, INC.Broker
Banc of America Investment Services, INC.
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
Taglich Brothers, INC.Broker
Weatherly Securities CorporationBroker
State Registrations32 states
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