HUGUENOT FINANCIAL PLANNING

DAVID ADAM STERMAN

CRD 292553

Advisory firmSole prop

Independent or team-based registered investment adviser — LLC, partnership, or sole proprietorship.

United States

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 50 broker-dealer reps

Clients

51-100

Fees

Hourly charges; Subscription fees; Fixed fees

Org form

Sole Proprietorship

Filing date

2026-05-21

Disciplinary history

Services

Financial planningPortfolio management (individuals)Publication of periodicalsEducational seminars

Official SEC filing: View on IAPD