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Brianna Leah Sternkopf

William Joseph Capital Management, Inc.

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About Brianna Leah Sternkopf

Brianna Leah Sternkopf is a financial advisor with over 4 years of experience in the financial services industry. Brianna is currently registered with William Joseph Capital Management, Inc. and holds Series 63, 65 and SIE licenses. Brianna has previously worked with Cadaret, Grant & Co., Inc., and Aspire Financial Group, both located in New York. Brianna is also an adjunct professor at SUNY Orange Community College in the Business Department. Brianna primarily works with individual clients and offers financial planning, portfolio management, and other advisory services.

Firm Information

Brianna Sternkopf is currently registered with William Joseph Capital Management, Inc.. William Joseph Capital Management, Inc. is an independent financial advisory firm based in Bristol, CT. They offer a range of services, including financial planning, portfolio management for individuals, and selection of other advisors. The firm manages over $270 million in assets for 835 clients, including high-net-worth individuals and individuals other than high-net-worth.
William Joseph Capital Management, Inc.

210 RED STONE HILL ROAD

BRISTOL, CT 06010

$270.21M

Assets Under Management

20

Total Clients

19

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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other

Selection of other advisers

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Brianna Sternkopf’s Registration & Firm History

NY

11/27/2024 - Present

William Joseph Capital Management, Inc. (Binghamton NY)

NY

08/29/2019 - 12/23/2020

CADARET, GRANT & CO., INC. (VESTAL NY)

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Licenses & Designations

IA

Issued 11/09/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/03/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/29/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/10/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brianna Leah Sternkopf.
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