Sterling Financial Planning Inc.
Sterling Financial Planning Inc. (CRD# 108664) is a financial advisory firm headquartered in Sparta, NJ. They manage $623,209,769 in 1,575 accounts and serve the financial needs of clients across 13 states (or territories).
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Total Assets Under Management623MILLION
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Total Number of Accounts1,575ACCOUNTS
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Average Account Value$395,689
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Other
CA, FL, GA, MA, ME, NC, NH, NJ, NY, PA, SC, TX, VA
Matthew Hannum (CRD# 4648935) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 20 years of experience in the finance industry.
Deanna Iannuzzi (CRD# 2113072) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 33 years of experience in the finance industry.
Nicholas Nicolette (CRD# 1029894) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 39 years of experience in the finance industry.
Glen Thomas (CRD# 1858079) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 34 years of experience in the finance industry.
Ross Weiner (CRD# 5499957) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has 1 year of experience in the finance industry.
Constance Millahn (CRD# 6062048) is an Investment Advisor Representative working at Sterling Financial Planning Inc. in Sparta, NJ and has over 11 years of experience in the finance industry.