# MARK STERN

MARK STERN is an investment adviser representative (IAR) with state registration records since 2001, appearing at 4 firms. Currently registered with STONE RIDGE ADVISORS LLC.

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [STONE RIDGE ADVISORS LLC](https://search.stillhousedata.com/firm/327875) | 2023-10-13 | present | Yes |
| [INTEGRATED WEALTH CONCEPTS LLC](https://search.stillhousedata.com/firm/284656) | 2023-02-06 | 2023-12-20 | — |
| [LAUREL WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/157139) | 2021-02-01 | 2023-03-31 | — |
| [LAUREL WEALTH ADVISORS, INC.](https://search.stillhousedata.com/firm/157139) | 2015-05-28 | 2020-12-31 | — |
| [POINT WINDWARD ADVISORS, INC.](https://search.stillhousedata.com/firm/110457) | 2001-02-20 | 2015-06-09 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2382975)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2382975.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.