Brianna Leah Sternkopf
Investment adviser representative at William Joseph Capital Management, Inc.
8 yearsExperience
1 stateRegistered in
$694.3MFirm assets
5 yearsFirm 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 assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- William Joseph Capital Management, Inc.Nov 2024 to now
- Suny OrangeMar 2019 to now
- Osaic Wealth, Inc.Oct 2024 to Nov 2024
- American Portfolios Financial Services, Inc.Dec 2020 to Oct 2024
- Confluence Running, Hudson ValleyAug 2020 to Jul 2023
- Aspire Financial GroupAug 2019 to Nov 2024
- Cadaret GrantAug 2019 to Dec 2020
- HomemakerApr 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (NY).
William Joseph Capital Management, Inc.
$694.3MAssets managed
1,879Clients
29Advisers
5 yearsIn 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
- 7170461
- Firm CRD
- 226535