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Howard Neil Stolzer

Stolzer Rothschild Levy LLC

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About Howard Neil Stolzer

Howard Stolzer is a registered Investment Advisor Representative, with over nine years of experience. Howard is associated with Stolzer Rothschild Levy LLC, a firm based in Basking Ridge, New Jersey. Howard holds the Series 65 license. The firm specializes in providing financial planning and portfolio management for individuals and businesses. The firm also offers pension consulting services.

Firm Information

Howard Stolzer 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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Howard Stolzer’s Registration & Firm History

NJ

08/02/2023 - Present

Stolzer Rothschild Levy LLC (BASKING RIDGE NJ)

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Licenses & Designations

IA

Issued 11/22/2011

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Howard Neil Stolzer.
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