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CRD#: 286336
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FIRM PROFILE
Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information
Where the Statistical Data for STELLAM ADVISORS LLC Comes From
Understanding the Statistics for STELLAM ADVISORS LLC and How They Compare to Other Firms Through Our Analysis
Average Account Value
Individuals
No Information
HNWI
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Breakdown of Assets Under Management
Total Client Assets:
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Individuals
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HNWI
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MISC
No Information
Employees
Total
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Registered
No Information
Client Ratios
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Clients
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Individuals
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HNWI
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Firm Disclosures
No Disclosures
FIRM INFORMATION
Main Address
1 Landmark Square 8th Floor, Stamford, CT 06901
Related websites
Participation or Interest in Client Transactions
Self-custody
FIRM DOCUMENTS
DIRECT OWNERS & EXECUTIVE OFFICERS
| Name | Title | Aquired | CRD# | ||||
|---|---|---|---|---|---|---|---|
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Advisor's working at STELLAM ADVISORS LLC
Elizabeth Katz Miller
IAR
CRD#: 1985197
Location:
Summit, NJ 07901
Company:
SUMMIT PLACE FINANCIAL ADVISORS, LLC
Disclosures:
Experience:
36 years
Philip Joel Richman
IAR
CRD#: 2838530
Location:
Portland, OR
Company:
CICLO WEALTH LLC
Disclosures:
Experience:
26 years
Sungmin Park
IAR
RR
CRD#: 1842269
Location:
Florham Park, NJ 07932
Company:
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Disclosures:
Experience:
30 years
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