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Alexander Joseph Petronella

Stolzer Rothschild Levy LLC

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About Alexander Joseph Petronella

Alexander Petronella is an Investment Advisor Representative at Stolzer Rothschild Levy LLC. Alexander is registered with the state of New Jersey and New York. Alexander holds the Series 65 exam. Alexander has over 10 years of experience in the financial services industry. Alexander specializes in financial planning, pension consulting and portfolio management for individuals.

Firm Information

Alexander Petronella is currently registered with Stolzer Rothschild Levy LLC. Stolzer Rothschild Levy LLC is an investment advisor registered with the SEC. The firm provides financial planning and portfolio management services for individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. They manage approximately $94.25 million in assets for 213 clients.

$94.25M

Assets Under Management

15

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Petronella’s Registration & Firm History

NJ

08/02/2023 - Present

Stolzer Rothschild Levy LLC (BASKING RIDGE NJ)

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Licenses & Designations

IA

Issued 01/04/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Alexander Joseph Petronella.
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