Stacey Braun Associates Inc
● SEC registered since 1975CRD 105056SEC# 801-10933New York, NY
Reg. AUM
$5.5B
Employees
17
Accounts
1,091
Location
New York, NY
Stacey Braun Associates Inc assets under management
Stacey Braun Associates Inc is an SEC-registered investment adviser based in New York, NY. The firm has been registered since 1975. It reports $5.5 billion in regulatory assets under management and employs 17 people.
Stacey Braun Associates Inc owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Harry Wexler Control | Executive Vice President | 5-10% | 2022 |
| Gerard Peter McGahran | Vice President/Director Of Financial Planning | Under 5% | 2026 |
| June Robinson Wexler Control | Chairperson Of The Board | Over 75% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Stacey Braun Associates Inc manage?
Stacey Braun Associates Inc reports $5.5 billion in regulatory assets under management on its Form ADV.
How many employees does Stacey Braun Associates Inc have?
Stacey Braun Associates Inc reports 17 employees.
Where is Stacey Braun Associates Inc located?
Stacey Braun Associates Inc is based in New York, NY and has been SEC-registered since 1975.
Does Stacey Braun Associates Inc disclose fund performance?
Stacey Braun Associates Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 377 Broadway, New York, NY 10013-3934 |
| Phone | 212-226-7707 |
| Fax | 212-941-0759 |
| Office hours | 9:00 a.m. To 5:30 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$5.5B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 12%
Larger than 88% of 16,271 advisers
EmployeesTop 28%
More than 72% of 16,825 advisers
Assets under management
$5.5Bregulatory AUM
Discretionary $5.44BNon-discretionary $60.5M