Broker Check
Stuart Stein, CLU, CLTC

Stuart Stein, CLU, CLTC

Managing Partner

Stuart Stein began his financial advisory career at Metropolitan Life in 1986. In 1996, Stuart became one of the youngest advisors to be honored with induction into Metropolitan Life’s Hall of Fame. In 2006, he received the Top of the Tower award*, an honor previously given to only 50 people. 

Stuart has attained multiple professional designations, such as CLU, and CLTC. He was also a member of Million Dollar Round Table** from 1983 to 2015. 

In 2017, Stuart decided to take his career in another direction and joined American Portfolios. After the sale of American Portfolios in 2023, Stuart chose to become part of Avantax, a company of Cetera. Stuart resides in Head of the Harbor, NY with his wife Mary. He enjoys all sporting events and exercise.

Stuart is a Registered Representative with Cetera Wealth Services, LLC.

*Top of the Tower – inducted 2007 issued by Metlife. Award is based on product while at Metlife. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award. 

**Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must also adhere to the MDRT Code of Ethics. Listing in this publication and/or award is not a guarantee of future investment success. This recognition should not be construed as an endorsement of the financial professional by any client. No compensation was provided directly or indirectly by the recipient for participation or in connection with obtaining or using the third-party rating or award.