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Stephen Joseph Sustrick

Honu Wealth Management

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About Stephen Joseph Sustrick

Stephen Joseph Sustrick is an investment advisor representative. Stephen has been registered with the Securities and Exchange Commission since 2002 and is currently registered with Honu Wealth Management. Stephen is also registered in California. Previously, Stephen was registered with RAYMOND JAMES FINANCIAL SERVICES, INC. and MORGAN STANLEY DW INC. Stephen has passed the Series 7, Series 31, Series 65 and Series 66 exams. Stephen's firm is Honu Wealth Management and specializes in providing financial planning, pension consulting and selection of other advisors. Stephen also provides portfolio management for individuals. Stephen's firm, Honu Wealth Management, has approximately 302 clients with assets under management exceeding $136 million.

Firm Information

Stephen Sustrick is currently registered with Honu Wealth Management. Honu Wealth Management is a registered investment advisor with 2 licensed agents and 3 investment advisor representatives. The firm manages $136,208,747 in assets for 302 clients. Their services include financial planning, pension consulting, and portfolio management for individuals. The firm also selects other advisors for their clients. Honu Wealth Management primarily serves high-net-worth individuals, charitable organizations, corporations, and individuals other than high-net-worth individuals.

$136.21M

Assets Under Management

4

Total Clients

4

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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selection of other advisors

Helps you choose top advisors aligned with your financial 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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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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Stephen Sustrick’s Registration & Firm History

CA

03/08/2012 - Present

Honu Wealth Management (SUNNYVALE CA)

CA

06/12/2006 - 07/05/2007

RAYMOND JAMES FINANCIAL SERVICES, INC. (LOS ALTOS CA)

NY

02/27/2003 - 11/24/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 01/14/2010

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 12/04/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/28/2003

Series 31 - Futures Managed Funds Examination

BC

Issued 10/30/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Joseph Sustrick.
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