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The people who
answer the phone.

At SRL, you work directly with your adviser — not a call center, not a junior associate, not an algorithm. Our team combines deep expertise in investment management, pension consulting, Social Security strategy, Medicare planning, and employee benefits — covering the full spectrum of financial complexity that families and businesses face.

Our advisers

Howard Stolzer
Howard N. Stolzer
President & Founder
Chief Investment Officer
CRD# 1551722
AIF® CEBS Series 65
Full profile & ADV 2B →

Investment management, retirement & wealth planning

Howard founded Stolzer Rothschild Levy LLC with a clear purpose: to give individuals, families, and businesses independent, financial guidance from someone who truly knows them. As President, Chief Investment Officer, and Chief Compliance Officer, Howard oversees all investment decisions and client relationships personally.

With an MBA from Rollins College's Crummer Graduate School of Business and two of the most rigorous designations in the advisory profession — the AIF® and CEBS — Howard brings institutional-quality analytical rigor to deeply personal client relationships. His expertise spans discretionary portfolio management, pension consulting, retirement income planning, and ERISA fiduciary advisory.

Discretionary portfolio management Retirement income planning Pension & defined benefit consulting 401(k) & 403(b) fiduciary advisory Traditional vs. Roth strategy Estate planning coordination Tax-efficient investing ERISA compliance Executive deferred compensation
Disciplinary record

No legal or disciplinary history. Clean record on file with the SEC.

Education

MBA — Rollins College, Crummer Graduate School of Business ()
Bachelor of Music — Berklee College of Music ()

Alexander Petronella
Alexander J. Petronella
Investment Adviser
CRD# 6939004
Series 65 Insurance Licensed

Social Security, Medicare, employee benefits & retirement plans

Alex Petronella joined SRL in January 2019, bringing with him deep expertise in areas that sit at the intersection of personal finance and employee benefits — Social Security planning, Medicare and supplement products, group benefits consulting, and retirement plan advisory.

Alex works with individuals navigating Social Security timing decisions and Medicare enrollment, as well as with businesses seeking guidance on group health insurance, employee benefits design, and workplace retirement plans. He is insurance licensed in NJ, NY, PA, and FL, enabling him to serve clients across multiple states on both personal and business insurance needs.

Social Security planning & timing Medicare planning Medicare supplement products Group health insurance Employee benefits consulting Business benefits design Workplace retirement plans Individual insurance
Disciplinary record

No legal or disciplinary history. Clean record on file with the SEC.

Education

Fairleigh Dickinson University, Florham Park/Madison NJ ()

Other business activities & conflict disclosure

Mr. Petronella is actively involved in the sale of group benefits and insurance, primarily business benefits such as health insurance, and may occasionally sell personal insurance and Medicare supplements. He may receive commissions from those sales, which presents a conflict of interest. He is supervised by Howard Stolzer, CCO, at (732) 481-0649.

How we work together

You know who you’re working with

At SRL there are no hand-offs to junior staff or automated systems. You know your adviser, they know your situation, and they are directly accountable to you.

Complementary expertise

Howard and Alex cover the full spectrum of personal and business financial needs — from portfolio management and pension consulting to Social Security timing, Medicare, and employee benefits — so your financial picture is addressed comprehensively.

Transparent about conflicts

Both advisers disclose potential conflicts of interest openly. Where insurance commissions may apply, that is stated clearly — and we never charge advisory fees on the same assets where a commission has been received.