Claim Profile
Unclaimed Profile
AA

Arumayta Martinez Arguello

STERLING INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona
Series 65Clean record11 years registeredSTERLING INVESTMENT MANAGEMENT, LLC
6262 NORTH SWAN RD., TUCSON, AZ 85718CRD# 6399035Firm CRD# 112923

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Arumayta Martinez Arguello · TUCSON, AZ
Registration
CRD #6399035 · STERLING INVESTMENT MANAGEMENT, LLC · 11 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · October 10, 2014
Years registered · 11
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
STERLING INVESTMENT MANAGEMENT, LLC
CRD 112923 · SEC 801-50373
AUM
$371M
Regulatory assets under management
Employees
8
402 client accounts
Services offered by STERLING INVESTMENT MANAGEMENT, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

Speak with Arumayta

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Arumayta is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in TUCSON?

Browse all registered financial advisors in TUCSON, Arizona or claim this profile if it's yours.

05

Frequently Asked Questions

What services does Arumayta Martinez Arguello offer?
Arumayta Martinez Arguello specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUCSON, Arizona for a consultation.
What are Arumayta Martinez Arguello's credentials?
Arumayta Martinez Arguello is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Arumayta Martinez Arguello located?
Arumayta Martinez Arguello is based in TUCSON, Arizona, working with STERLING INVESTMENT MANAGEMENT, LLC. Their office serves clients in the TUCSON metropolitan area and surrounding communities.
How does Arumayta Martinez Arguello charge for services?
Arumayta Martinez Arguello's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STERLING INVESTMENT MANAGEMENT, LLC?
STERLING INVESTMENT MANAGEMENT, LLC has approximately 8 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at STERLING INVESTMENT MANAGEMENT, LLC