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Justin Mica Stern

Buckman Advisory Group LLC

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About Justin Mica Stern

Justin Stern is a financial advisor with Buckman Advisory Group LLC. Justin has been in the industry since 2012 and is registered with FINRA and the state of Florida. Justin's experience includes working at TD Ameritrade, Inc., Hunter Scott Financial LLC, and Wells Fargo Advisors, LLC. Justin holds the Series 66, Series 7, and SIE licenses. Justin is also a Certified Financial Planner.

Firm Information

Justin Stern is currently registered with Buckman Advisory Group LLC. Buckman Advisory Group LLC is a Registered Investment Advisor based in LITTLE SILVER, NJ. The firm manages over $211 million in assets and provides financial planning, publication of periodicals, selection of other advisers, portfolio management for businesses, and portfolio management for individuals. They have 13 investment adviser representatives and cater to high net worth individuals, corporations, charitable organizations, and other investors. They also participate in wrap fee programs.
Buckman Advisory Group LLC

44 CHURCH STREET

LITTLE SILVER, NJ 07739

$211.90M

Assets Under Management

810

Total Clients

12

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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commissions

Earned based on transactions or products sold.

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percentage of assets

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

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Justin Stern’s Registration & Firm History

FL

01/24/2019 - Present

Buckman Advisory Group LLC (BOCA RATON FL)

FL

04/07/2014 - 01/03/2019

TD AMERITRADE, INC. (FT. LAUDERDALE FL)

FL

03/03/2014 - 03/18/2014

HUNTER SCOTT FINANCIAL LLC. (DEERFIELD BEACH FL)

FL

05/12/2008 - 06/03/2010

WELLS FARGO ADVISORS, LLC (CORAL SPRINGS FL)

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Licenses & Designations

BOTH

Issued 04/09/2014

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/03/2014

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Justin Mica Stern.
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