David Sterman is a CFP-designated registered investment advisor at Huguenot Financial Planning, based in New Paltz, NY, with 9 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Huguenot Financial Planning provides investment consultation services on an hourly basis, or as part of a fixed-fee project. The hourly rate is $250-$300 per hour. The firm does not offer asset management services.
Contact
David Sterman
Location
New Paltz, NY
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Huguenot Financial Planning
Previous Registrations
LPL Financial LLCBroker
Jesup & Lamont Securities CORPBroker
Halpern Capital, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Beyond his career focus on investing, David perceived a need for financial planning that would go beyond investment advice to help clients with decision-making in all aspects of their financial lives.