Adam Bryan Stern
Investment adviser representative at Angeles Family Office
15 yearsExperience
2 statesRegistered in
$182MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
15 years in the industry.
- Angeles Family Office, LLCJan 2026 to now
- Taborlake LLCSep 2011 to now
- Xo Capital LLCSep 2021 to Apr 2026
- Geller AdvisorsApr 2019 to May 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (CA, CO).
Angeles Family Office
Legal name: Angeles Family Office, LLC
$182MAssets managed
23Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2373185
- Firm CRD
- 338266