Steven Hillard Stern
Investment adviser representative at Abel Financial Management Co.
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$116.8MFirm assets
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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
11 years in the industry.
- Abel Financial Management Co.Jun 2018 to now
- Abel Finanicial Management Co.Jun 2018 to now
- Planning Solutions Group, LLCMar 2015 to Jun 2018
- Triad Advisors, Inc.Mar 2015 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 2 states (MD, TX).
Abel Financial Management Co.
$116.8MAssets managed
84Clients
2Advisers
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
- 5901946
- Firm CRD
- 121558