Howard Stolzer has been President, Chief Investment Officer, CCO of Stolzer Rothschild Levy since January 2014, is a control person of the firm and directly owns 75% or more of it.
Stolzer Rothschild Levy LLC is a Basking Ridge, NJ firm with $166M under management, 98 clients and 2 advisers in one office, as of its March 2026 filing.
Howard Stolzer’s longest registration is the current one, 12 years at Stolzer Rothschild Levy since 2014. Before joining Stolzer Rothschild Levy in 2014, Howard Stolzer was registered through Benefit Sources & Solutions Chadler LLC and Benefit Sources & Solutions.
- Stolzer Rothschild Levy LLCCurrent– present · 12 yearsBasking Ridge, NJ · Adviser representative · Firm CRD 169817
- Benefit Sources & Solutions Chadler LLC– · 1 yearFairfield, NJ · Adviser representative · Firm CRD 165763
- Benefit Sources & Solutions– · 11 yearsBound Brook, NJ · Adviser representative · Firm CRD 118158
Investment adviser representative registrations
Howard Stolzer is registered as an investment adviser representative in 2 states. The first approvals date from March 2014; the most recent is New York, in August 2023.
- New JerseySince 12 March 2014
- New YorkSince 2 August 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 November 2011 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Howard Neil Stolzer
- CRD
- 1551722
- Firm
- Stolzer Rothschild Levy · CRD 169817
- Role
- President, Chief Investment Officer, CCO
- Office
- 233 MT. AIRY ROAD, SUITE 100, Basking Ridge, NJ 07920
- Registration
- Investment adviser registration
- In the industry since
- May 2003
- Disciplinary history
- Not yet shown here · SEC record
Where does Howard Stolzer work?
Howard Stolzer has been President, Chief Investment Officer, CCO of Stolzer Rothschild Levy LLC since January 2014, and is a control person of the firm.
Is Howard Stolzer a financial advisor?
Yes. Howard Stolzer has a current investment-adviser registration in New Jersey and New York, through Stolzer Rothschild Levy since March 2014.
How many years of experience does Howard Stolzer have?
Howard Stolzer has 23 years in the financial industry, since May 2003, across 3 adviser firms.
What exams has Howard Stolzer passed?
Howard Stolzer passed the Series 65 in November 2011.
Where is Howard Stolzer based?
Howard Stolzer’s registered office is in Basking Ridge, NJ.
Is Howard Stolzer registered with FINRA?
No. Howard Stolzer has no current broker registration.
How can I verify Howard Stolzer’s record?
Search CRD 1551722 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Howard Stolzer’s full registration record.