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Samuel James Hardy

Stenger Family Office, LLC

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About Samuel James Hardy

Samuel Hardy is an investment advisor representative registered with the state of Illinois. Samuel holds the Series 63 and Series 66 licenses and is currently employed with Stenger Family Office, LLC. Samuel has over 10 years of experience in the financial services industry. Prior to joining Stenger Family Office, Samuel worked at Performance Trust Capital Partners, LLC and Foreside Fund Services, LLC. Samuel specializes in providing financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Samuel Hardy 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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Samuel Hardy’s Registration & Firm History

IL

03/05/2024 - Present

Stenger Family Office, LLC (NAPERVILLE IL)

IL

02/19/2021 - 03/16/2023

PERFORMANCE TRUST CAPITAL PARTNERS, LLC (CHICAGO IL)

IL

01/02/2021 - 02/02/2021

FORESIDE FUND SERVICES, LLC (Wheaton IL)

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Licenses & Designations

BOTH

Issued 02/26/2024

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/03/2021

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2021

Series 7TO - General Securities Representative Examination

BC

Issued 03/09/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Samuel James Hardy.
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