Sterling Investment Advisors Ltd.
Sterling Investment Advisors Ltd. (CRD# 140710) is a financial advisory firm headquartered in Berwyn, PA. They manage $745,783,895 in 1,391 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management746MILLION
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Total Number of Accounts1,391ACCOUNTS
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Average Account Value$536,149
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, CT, DE, FL, MA, MD, NE, NH, NJ, NY, PA, SC, TX, VA
Matthew Croley (CRD# 4504182) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry.
Sean Flatley (CRD# 4118232) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 24 years of experience in the finance industry.
Timothy Flatley (CRD# 1171110) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 40 years of experience in the finance industry.
Bray Hansel (CRD# 5922166) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 12 years of experience in the finance industry.
David Newcomb (CRD# 2671317) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 22 years of experience in the finance industry.
Gabriel Fairorth (CRD# 7468189) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has over 2 years of experience in the finance industry.
Carolyn Kaminskas (CRD# 7766851) is an Investment Advisor Representative working at Sterling Investment Advisors Ltd. in Berwyn, PA and has 1 year of experience in the finance industry.