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Crystal Portillo Kelly

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Crystal Portillo Kelly · TUCSON, AZ
Registration
CRD #6558344 · STERLING INVESTMENT MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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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
View on FINRA BrokerCheck →

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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.
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Other Advisors at STERLING INVESTMENT MANAGEMENT, LLC

Arumayta Martinez Arguello
TUCSON, AZ
Crandall Legrande Smith
TUCSON, AZ
John Harman Payne
TUCSON, AZ

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