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Howard S

Series 65

Basking Ridge, NJ

Stolzer Rothschild Levy LLC

Howard Stolzer is a Series 65-licensed financial advisor with 22 years of industry experience. He has been with Stolzer Rothschild Levy LLC since 2014. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, high-net-worth families, trusts, corporate retirement plans, and other advisors. The firm employs a top-down global investment framework that combines quantitative screening, third-party data, and portfolio optimization tools to create long-term core allocations, generally favoring buy-and-hold strategies over frequent trading.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Founder/Business Owner
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Alexander P

Series 65

Basking Ridge, NJ

Stolzer Rothschild Levy LLC

Alexander Petronella Jr. is a financial advisor with Stolzer Rothschild Levy LLC in Basking Ridge, NJ, holding a Series 65 designation and seven years of industry experience. He has operated AJP Consulting since 2010 and is also engaged in the sale and consulting of corporate benefits, including medical, dental, and vision insurance. Stolzer Rothschild Levy LLC provides wealth management, investment advisory, and retirement-plan consulting services to individuals, trusts, corporate plans, and other advisors, using a top-down global investment framework that emphasizes buy-and-hold strategies and portfolio optimization.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Active portfolio management Founder/Business Owner
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