Brianna
Sternkopf

William Joseph Capital Management, Inc

CRD#7170461
Investment Advisor
in Binghamton, NY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Brianna Sternkopf is a financial advisor based in Binghamton, New York, working with William Joseph Capital Management, Inc. Brianna has previously worked at Aspire Financial Group, Cadaret Grant, Suny Orange, Homemaker, Center For Discovery, Confluence Running, Hudson Valley, American Portfolios Financial Services, Inc, Osaic Wealth, Inc, and William Joseph Capital Management, Inc. Brianna has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New York. Brianna is currently part of William Joseph Capital Management, Inc, which operates out of Binghamton, New York. The firm has 26 offices and 26 employees. William Joseph Capital Management, Inc manages assets totaling $465.1 million and serves high-net-worth clients. The firm offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at William Joseph Capital Management, Inc includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

49 Court St, Suite 170
Binghamton, NY 13901

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

William Joseph Capital Management, Inc Brokerage Details

Total Assets Under Management

$465,072,406

NY Average: $5,297,377,271
Total Number of Employees

26

NY Average: 35
Total Number of Accounts

1,153

NY Average: 690
Average Account Size

$403,359

NY Average: $7,677,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Brianna Sternkopf Work History

2024 - Present (1 year)

William Joseph Capital Management, Inc

2019 - Present (6 years)

Suny Orange

2024 - 2024 (< 1 year)

Osaic Wealth, Inc

2020 - 2023 (3 years)

Confluence Running, Hudson Valley

2020 - 2024 (4 years)

American Portfolios Financial Services, Inc

2019 - 2024 (5 years)

Aspire Financial Group

2019 - 2020 (1 year)

Cadaret Grant

2016 - 2019 (3 years)

Homemaker

2012 - 2016 (4 years)

Center For Discovery

Disclosures

Please visit the SEC profile of Brianna Sternkopf to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at William Joseph Capital Management, Inc

Mark Lablance
Fort Myers, FL
Matthew Sweeney
Bristol, CT
John Poitras
Somers, CT
Jonathan Leuchs
East Greenwich, RI
Talie Cyr
Warren, RI
Justin Bolmgren
Milford, PA
Brianna Sternkopf
Binghamton, NY

The data in this profile was pulled by SmartAsset on 6/4/2025. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started