Michael Stern
Michael Stern is a registered investment advisor at Wells Fargo Advisors, based in Vineland, NJ, with 60 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B 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
1051 W Sherman Ave, Bldg 5/Ste B, Vineland, NJ, 08360
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2008Customer Dispute
February 2008Other Business Activities
Michael owns rental properties in Sea Isle City, NJ and Hauppauge, NY, and is involved with multiple trusts and power of attorney for clients and his spouse. These activities require minimal time commitment overall.
Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Prudential Securities Incorporated
Prudential Securities IncorporatedBroker
Bache Halsey Stuart INC.Broker
Bache & CO IncorporatedBroker
Bache & CO., IncorporatedBroker
State Registrations32 states
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
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