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Nicholas David Stenger

Stenger Family Office, LLC

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About Nicholas David Stenger

Nicholas Stenger is a financial advisor with Stenger Family Office, LLC. Nicholas has been working in the financial industry since 2017. Nicholas has passed the Series 66, Series 7 and SIE exams. Nicholas has been registered with the state of Illinois and Texas. Nicholas is also a co-founder of Stenger Tax Advisory LLC. Nicholas provides financial planning, portfolio management for businesses and individuals, and selection of other advisors.

Firm Information

Nicholas Stenger is currently registered with Stenger Family Office, LLC. Stenger Family Office, LLC is an investment advisory firm based in NAPERVILLE, IL, United States. The firm provides financial planning, portfolio management for individuals and businesses, and selection of other advisors. Stenger Family Office, LLC manages approximately $320,848,133 in regulatory assets under management.
Stenger Family Office, LLC

NAPERVILLE FINANCIAL CENTER, 400 EAST DIEHL ROAD

NAPERVILLE, IL 60563

$320.85M

Assets Under Management

Not reported

Total Clients

5

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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percentage of assets

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

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Nicholas Stenger’s Registration & Firm History

IL

03/16/2023 - Present

Stenger Family Office, LLC (NAPERVILLE IL)

IL

07/25/2017 - 03/30/2023

MORGAN STANLEY (Oak Brook IL)

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Licenses & Designations

BOTH

Issued 08/18/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/25/2017

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Nicholas David Stenger. Review regulatory record here.
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