Stephen Kyne
Stephen Kyne is a CFP-designated registered investment advisor at Sterling Manor Financial, LLC, based in Saratoga Springs, NY, with 21 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 395 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable.
Fee Estimator
Location
18 Division Street, Suite 202, Saratoga Springs, NY, 12866
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Stephen is treasurer for Saratoga Preservation Foundation and Lofts at 18 Division Street, and a director for Saratoga Springs Rotary, Universal Preservation Hall, and Camp Wakpominee Alumni Association. He is also a partner at Sterling Manor Holding and Double Vision Stable, and sells life insurance, long-term care insurance, and fixed products through Ash Brokerage.
Employment History
Current Registrations
Sterling Manor Financial, LLC
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Equity Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
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.