AdvisorOS Directory
Claim Profile
CK

Crystal Portillo Kelly

STERLING INVESTMENT MANAGEMENT, LLC·TUCSON, Arizona
Unclaimed Profile
6262 NORTH SWAN RD., TUCSON, AZ 85718CRD# 6558344Firm CRD# 112923
01

About

Crystal Portillo Kelly is a registered financial advisor based in TUCSON, Arizona, affiliated with STERLING INVESTMENT MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STERLING INVESTMENT MANAGEMENT, LLC
STERLING INVESTMENT MANAGEMENT, LLC
AUM
$371M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at STERLING INVESTMENT MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 6558344
Firm CRD# 112923
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in TUCSON?

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

Browse TUCSON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Crystal Portillo Kelly offer?
Crystal Portillo Kelly specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TUCSON, Arizona for a consultation.
What are Crystal Portillo Kelly's credentials?
Crystal Portillo Kelly is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Crystal Portillo Kelly located?
Crystal Portillo Kelly 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 Crystal Portillo Kelly charge for services?
Crystal Portillo Kelly'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 in TUCSON
Richard Chandler Gage — STRATEGIC EQUITY MANAGEMENT, INC.Laurence Edward Lof — LOF LOPEZ & ASSOCIATES, LLCChristopher Jason Lopez — LOF LOPEZ & ASSOCIATES, LLCAlexander Devereaux Parrs — IRONWOOD FINANCIAL, LLCKenneth Lepore — SECURE INVESTMENT MANAGEMENT, LLC
Nearby cities in Arizona
SCOTTSDALE (467)PHOENIX (224)MESA (41)CHANDLER (24)TEMPE (24)
City Guides
SCOTTSDALE GuidePHOENIX GuideMESA GuideCHANDLER GuideTEMPE Guide
Research
Advisor Fees in ArizonaNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile