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Michael Allan Stern

Beech Hill Advisors, Inc.

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About Michael Allan Stern

Michael Allan Stern is a registered investment advisor with Beech Hill Advisors, Inc. Michael has over 20 years of experience in the financial services industry. Michael has been with Beech Hill Advisors, Inc. since 2010. Michael's areas of expertise include portfolio management, market timing, and financial planning. Michael holds a Series 7, Series 63, and Series 65 license.

Firm Information

Michael Stern is currently registered with Beech Hill Advisors, Inc.. Beech Hill Advisors, Inc. is a New York-based investment advisor with 7 Investment Advisor Representatives. The firm manages approximately $313,122,695 in assets and provides financial planning and portfolio management services to individuals, high-net-worth individuals, and other clients. They also offer market timing services.
Beech Hill Advisors, Inc.

880 THIRD AVE 16TH FLOOR

NEW YORK, NY 10022

$313.12M

Assets Under Management

Not reported

Total Clients

7

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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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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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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Michael Stern’s Registration & Firm History

NY

08/17/2022 - Present

Beech Hill Advisors, Inc. (NEW YORK NY)

NY

03/01/1999 - 09/29/1999

RAMIUS SECURITIES, L.L.C. (NEW YORK NY)

NY

04/01/1994 - 03/07/1995

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NY

10/08/1987 - 04/06/1994

PRUDENTIAL SECURITIES INCORPORATED (NEW YORK NY)

NA

03/22/1984 - 10/13/1987

E. F. HUTTON & COMPANY INC

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Licenses & Designations

IA

Issued 01/29/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/08/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are 3 public disclosures for Michael Allan Stern. Review regulatory record here.
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