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Henry Dwight Stern

HDS Capital Management, Inc.

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About Henry Dwight Stern

Henry Dwight Stern is an investment advisor representative at HDS Capital Management, Inc. Henry has been a registered investment advisor since 2012 and holds Series 63 and Series 65 licenses as well as the Series 7 license. Henry has been employed with HDS Capital Management, Inc. since November 1999. Henry's previous employment was with Ferris, Baker Watts Incorporated in Baltimore, MD. HDS Capital Management, Inc. manages assets for individuals. The firm specializes in providing financial services to high-net-worth individuals.

Firm Information

Henry Stern is currently registered with HDS Capital Management, Inc.. HDS Capital Management, Inc. is an investment advisor that primarily manages portfolios for high-net-worth individuals. The firm oversees approximately $83.8 million in assets and has a total of 43 accounts under management.

$83.77M

Assets Under Management

Not reported

Total Clients

1

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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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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Henry Stern’s Registration & Firm History

MD

04/02/2012 - Present

HDS Capital Management, Inc. (BETHESDA MD)

MD

01/26/1984 - 09/08/1997

FERRIS, BAKER WATTS INCORPORATED (BALTIMORE MD)

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Licenses & Designations

IA

Issued 08/17/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/01/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Dwight Stern.
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