Stacey Sternberg
Parsons Capital Management · Providence, Rhode Island
Stacey Sternberg is a fee-only financial advisor at Parsons Capital Management in Providence, Rhode Island. Parsons Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Parsons Capital Management |
|---|---|
| Based in | Providence, Rhode Island |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.38B across 1,942 accounts |
| SEC registration | Investment adviser representative in RI · CRD 3090697 |
| Exams passed | Series 63 (1998) · Series 65 (2013) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | parsonscapital.com |
How Stacey's firm compares
- Parsons Capital Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 1,942 accounts).
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Questions about Stacey
Is Stacey Sternberg a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stacey holds no broker registration, and Parsons Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stacey charge for financial advice?
Stacey's firm, Parsons Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stacey Sternberg based?
Stacey Sternberg is based in Providence, Rhode Island.
Is Stacey Sternberg registered with the SEC?
Yes. Stacey Sternberg is registered as an investment adviser representative in RI (CRD 3090697), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Parsons Capital Management manage?
Parsons Capital Management reports $2.38B across 1,942 accounts in assets under management.
How do I contact Stacey Sternberg?
Through Stacey's website, parsonscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Providence
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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