Unclaimed Profile

Charles Hunt Salembier

STERLING GROUP WEALTH MANAGEMENT, LLC·PASADENA, California

SIE, Series 7, Series 24, Series 31, Series 63ChFCClean record27 years registeredSTERLING GROUP WEALTH MANAGEMENT, LLC

225 S. LAKE AVENUE, PASADENA, CA 91101CRD# 2329595Firm CRD# 111782

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Charles Hunt Salembier · PASADENA, CA

Registration

CRD #2329595 · STERLING GROUP WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

THE STERLING GROUP

Nov 1999 – present

LPL FINANCIAL LLC

Jan 2026 – Feb 2026

PASADENA, CA

LPL FINANCIAL LLC

Feb 2017 – May 2021

PASADENA, CA

LPL FINANCIAL LLC

Sep 1998 – Mar 2013

PASADENA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 63

Registration record

First registered · September 11, 1998

Years registered · 27

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STERLING GROUP WEALTH MANAGEMENT, LLC

CRD 111782 · SEC 801-77006

AUM

$343M

Regulatory assets under management

Employees

759 client accounts

Services offered by STERLING GROUP WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at STERLING GROUP WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Charles Hunt Salembier offer?

Charles Hunt Salembier specializes in Financial Planning, Investment Management. Contact their office in PASADENA, California for a consultation.

What are Charles Hunt Salembier's credentials?

Charles Hunt Salembier holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Charles Hunt Salembier located?

Charles Hunt Salembier is based in PASADENA, California, working with STERLING GROUP WEALTH MANAGEMENT, LLC. Their office serves clients in the PASADENA metropolitan area and surrounding communities.

How does Charles Hunt Salembier charge for services?

Charles Hunt Salembier's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STERLING GROUP WEALTH MANAGEMENT, LLC?

STERLING GROUP WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $343M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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