Mark Stern
Stone Ridge Advisors · Stone Ridge, New York
Mark Stern is a fee-only financial advisor at Stone Ridge Advisors in Stone Ridge, New York. Stone Ridge Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stone Ridge Advisors |
|---|---|
| Based in | Stone Ridge, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $36.3M across 26 accounts |
| SEC registration | Investment adviser representative in CA, NY, TX · CRD 2382975 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Website | www.stoneridgeadv.com |
| Profile |
How Mark's firm compares
- Stone Ridge Advisors's average account is about $1.4 million, from its Form ADV (assets managed divided by 26 accounts).
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Questions about Mark
Is Mark Stern a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mark holds no broker registration, and Stone Ridge Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mark charge for financial advice?
Mark's firm, Stone Ridge Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Mark Stern based?
Mark Stern is based in Stone Ridge, New York.
Is Mark Stern registered with the SEC?
Yes. Mark Stern is registered as an investment adviser representative in CA, NY and TX (CRD 2382975), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Stone Ridge Advisors manage?
Stone Ridge Advisors reports $36.3M across 26 accounts in assets under management.
How do I contact Mark Stern?
Through Mark's website, www.stoneridgeadv.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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