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Sztrom Wealth Management, Inc. has been negotiating the financial markets since January 2, 1981. “We provide the solutions to your exclusive needs, goals, objectives and risk profile based on more than three decades of experience navigating various market boom and bust cycles.”
https://www.sec.gov/litigation/litreleases/2021/lr25010.htm
The Securities and Exchange Commission charged father and son investment advisers, Michael and David Sztrom of Rancho Santa Fe, California, and their company Sztrom Wealth Management, Inc., with defrauding advisory clients by creating the false impression that Michael Sztrom was associated with registered investment adviser Advanced Practice Advisors, LLC (APA).
http://sztromwealth.com/services/
Whether your needs involve multigenerational estate planning, the transfer of a family business or tax-efficient retirement income planning, we’ll deliver a disciplined strategy and the dedicated service and attention to see it through.
http://sztromwealth.com/about-our-firm/
With Sztrom Wealth Management, you’ll always have the benefit of a truly collaborative team that strives to be a stable source of assurance and advice. Most of our clients have been with us for many years and consider us their personal CFO. We are grateful for their loyalty and look forward to serving them as well as new clients and the ...
http://sztromwealth.com/our-37-years-of-experience/
Actual results of individual accounts and products utilizing Sztrom Wealth Management strategies will vary due to client cash flows, timing of implementation, different custodians, the availability of underlying investments, regulation, and other factors. Small accounts may perform below larger accounts due to the greater impact of transaction ...
http://sztromwealth.com/our-client-approach/
The clients we serve. From California to New York, our team works with a range of clients from all walks of life. We tailor our wealth management expertise and solutions to their unique situations and circumstances. Individuals. Multigenerational families. Business owners.
https://www.law360.com/articles/1383852/father-son-investment-duo-can-t-duck-sec-s-fraud-claims
Michael Sztrom, David Sztrom and Sztrom Wealth Management Inc. are represented by Natalie Prescott and Sean T. Prosser of Mintz Levin Cohn Ferris Glovsky and Popeo PC.
https://investadvocate.com.ng/2021/01/19/sec-charges-father-and-son-investment-advisers-with-fraud/
January 19, 2021/US SEC. Image Credit: US SEC. The Securities and Exchange Commission charged father and son investment advisers, Michael and David Sztrom of Rancho Santa Fe, California, and their company Sztrom Wealth Management, Inc., with defrauding advisory clients by creating the false impression that Michael Sztrom was associated with registered investment adviser …
https://www.law360.com/articles/1345774/man-impersonated-son-to-defraud-investor-clients-sec-says
The SEC said Michael Sztrom, his son David Sztrom and their San Diego-based firm Sztrom Wealth Management Inc. violated the Investment Advisers Act because of the alleged impersonation itself and ...
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