Email sberrin@primefinancial.com

Location New York (NY)

Specialty Individual Wealth Management, Retirement Plan Consulting, Financial Wellness

Stu Berrin

PARTNER & MANAGING DIRECTOR

As a financial planner for over 30 years, Stu has been helping his clients create and implement financial plans that work for their unique family situation. He enjoys helping clients with challenges and looking for opportunities. Stu is proud when his guidance has helped clients discover that they can reach their financial goals.

Stu lives on the Upper West Side of New York City with his wife and three children. Outside of work, Stu loves to ski.

Stu earned his Bachelor of Science in Economics from the State University of New York at Oneonta and he is a Registered Financial Consultant (RFC).

You can learn more about Stu here.

Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness.

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Ph: 800-493-6226

Fax: 913-491-3214

contact@primefinancial.com

6201 College Boulevard, Suite #150
Overland Park, KS 66211

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© 2025. Prime Capital Financial. Advisory products and services offered by Investment Adviser Representatives through Prime Capital Investment Advisors, LLC (“PCIA”), a federally registered investment adviser. PCIA: 6201 College Blvd., Suite#150, Overland Park, KS 66211. PCIA doing business as Prime Capital Financial | Wealth | Retirement | Wellness. Securities offered by Registered Representatives through Private Client Services, Member FINRA/SIPC. PCIA and Private Client Services are separate entities and are not affiliated., and any related communication on this website is strictly intended for individuals residing in the states of: AL, AK, AZ, AR, CA, CO, CT, DC, FL, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY. PCIA and PCS are separate entities and are not affiliated. For a list of a Registered Representative’s current registered states, please visit FINRA’s BrokerCheck. PCIA and Private Client Services do not offer tax or legal advice, and information presented here should not be construed as such. Always consult a tax or legal professional regarding your specific situation.

1. Barron’s Top 100 RIA Firm 2024 award was received in September 2024 for the 2023-2024 year timeframe from Barron’s and no compensation was involved. 2. KCBJ Fee Based Investment Advisors 2024 award was received September 2024 for the 2023 year by Kansas City Business Journal and no compensation was involved. 3. KCBJ Fee Based Investment Advisors 2023 award was received September 2023 for the 2022 year by Kansas City Business Journal and no compensation was involved. 4. Barron’s Top 100 RIA Firm 2023 award was received in September 2023 for the 2022-2023 year timeframe from Barron’s and no compensation was involved. 5. KCBJ Fee Based Investment Advisors 2022 award was received September 2022 for the 2021 year by Kansas City Business Journal and no compensation was involved. 6. Barron’s Top 100 RIA Firm 2022 award was received in September 2022 for the 2021-2022 year timeframe from Barron’s and no compensation was involved.