Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Andrew? Claim Your ProfileAndrew Lane Stern is a financial advisor with Beacon Pointe Advisors, LLC, based in Newport Beach, CA. Andrew has been in the financial services industry since 1999. Andrew holds FINRA Series 7, Series 31, and SIE licenses as well as the Series 63. Andrew is a registered Investment Advisor Representative in New York. Prior to joining Beacon Pointe Advisors, LLC, Andrew worked at Lebenthal & Co., LLC, Purshe Kaplan Sterling Investments and Morgan Stanley. Andrew specializes in providing financial advice to individuals, corporations, high-net-worth individuals, charitable organizations, insurance companies, pooled investment vehicles, and pension and profit-sharing plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Consulting services
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
NY
04/27/2023 - Present
Beacon Pointe Advisors, LLC (Bridgehampton NY)
NY
07/01/2016 - 12/31/2017
PURSHE KAPLAN STERLING INVESTMENTS (Bridgehampton NY)
NY
03/21/2014 - 06/30/2016
LEBENTHAL & CO., LLC (Bridgehampton NY)
NY
06/01/2009 - 04/07/2014
MORGAN STANLEY (RIVERHEAD NY)
NY
02/03/1999 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (NEW YORK NY)
BC
Issued 11/18/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/31/2017
SIE - Securities Industry Essentials Examination
BC
Issued 06/26/2009
Series 31 - Futures Managed Funds Examination
BC
Issued 10/05/1998
Series 7 - General Securities Representative Examination
Active
Inactive
Not sure Andrew Stern is the right advisor for you? Invested Better is here to help.
