ADVISOR BIO

Strauss Elliot Cooperstein is an active financial advisor with J.P. Morgan Securities LLC, registered in both California and Texas. Cooperstein has been in the industry since August 2015 and holds Series 66, Series 7TO and SIE licenses.

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ADVISOR BIO

Stuart Epstein is a financial advisor with over 30 years of experience in the industry. Stuart is currently registered with Morgan Stanley in California and Texas and has previously worked with CITIGROUP GLOBAL MARKETS INC., Lehman Brothers Inc., and Venture Funding. Stuart holds a variety of licenses including Series 3, 4, 5, 7, 10, 15, 22, 24, 27, 53, 63, 65, 99TO, and SIE. Stuart provides financial planning, portfolio management, and asset allocation advice to individuals, families, businesses, investment companies, charitable organizations, and insurance companies.

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ADVISOR BIO

Stuart Pollard is a financial advisor registered with Equitable Advisors, LLC. Stuart has been in the industry since 2024 and holds a Series 7TO, Series 63 and SIE license. Stuart is located in IRVINE, CA and has a history of providing financial advice to individuals and families. Stuart specializes in providing financial planning, portfolio management and educational seminars.

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ADVISOR BIO

Stuart Michael Laba is a financial advisor with Edward Jones. Stuart has been in the industry since 2002 and is registered with both FINRA and the states of California and Texas. Stuart holds the Series 7, Series 63 and Series 66 licenses. Stuart specializes in providing financial planning, investment management, and portfolio management services to individuals, businesses and retirement plans.

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ADVISOR BIO

Stuart Jay Birdt is a financial advisor who is registered with Cresset Asset Management, LLC. Stuart has been in the financial services industry for over 25 years. Stuart holds the Series 7, 16, 63, and 87 licenses. Stuart is also a Chartered Financial Analyst (CFA). Stuart has experience working at several firms including Bear, Stearns & Co. Inc., Exane, Inc., BNP Paribas Securities Corp., Deutsche Bank Securities Inc., and Goldman, Sachs & Co. Stuart provides financial planning, portfolio management, and other services to individuals, businesses, and institutions.

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ADVISOR BIO

Stuart Tweedie is a registered representative at J.p. Morgan Securities LLC. Stuart holds a Series 63, Series 79TO, and SIE license. Stuart is a registered representative in 53 states and has been in the industry since August 4, 2023.

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ADVISOR BIO

Stuart Friedman is an Investment Advisor Representative with Burnham Gibson Wealth Advisors, LLC, a firm with approximately $4.81 billion of regulatory assets under management. Stuart has been in the securities industry since September 10, 1978. Stuart is registered in Arizona, California, Colorado, Hawaii, Minnesota, North Carolina, Oregon, Tennessee, and Washington. Stuart has also held previous registrations with The Equitable Life Assurance Society of the United States. Stuart has passed the Series 1, Series 7, Series 63, Series 65, Series 6TO and Series 22TO exams.

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ADVISOR BIO

Stuart Clay Darby is a financial advisor with Citigroup Global Markets Inc. in San Francisco. Stuart has been in the industry since December 6, 2013. Stuart has Series 7, 79 and SIE licenses, and has also passed the Series 63 exam. Stuart has been registered with Citigroup Global Markets Inc. since September 6, 2017. Prior to that, Stuart worked at BNP PARIBAS SECURITIES CORP. from May 6, 2005 to February 3, 2009. Stuart is registered to sell securities in 53 states and territories.

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ADVISOR BIO

Stuart James has been in the financial services industry since 1987. Stuart is currently registered with Wells Fargo Clearing Services, LLC in San Jose, California. Stuart is also registered as an Investment Advisor Representative in California. Previously, Stuart was registered with Prudential Securities Incorporated from 1987 to 2003 in New York, New York. Stuart holds the Series 3, 7, 63 and 65 securities licenses. Stuart is also licensed to sell securities in Arizona, California, Colorado, Florida, Hawaii, Idaho, Illinois, Kansas, Kentucky, Montana, North Carolina, Oregon, South Carolina, Tennessee, Texas, Washington and Wisconsin. Stuart is a Registered Representative and Investment Advisor Representative for Wells Fargo Advisors LLC.

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ADVISOR BIO

Stuart Rosenberg is a financial advisor with over 37 years of experience in the industry. Stuart is currently registered with Citigroup Global Markets Inc., and holds licenses to provide securities and investment advisory services in 25 states. Stuart has a proven track record of providing financial advice and guidance to individuals, corporations, and institutions. Stuart specializes in asset allocation, financial planning, pension consulting, and portfolio management. Stuart is dedicated to helping clients achieve their financial goals and is committed to providing personalized service.

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